Follow-ups & activities

Notifications

The bell, the Notifications page and push on your phone: what BMexa tells you about, and how to switch the ones you do not want off.

Where notifications appear

  1. The bell in the top bar shows the unread count (up to 99+) and opens a panel with the latest items. Click one to mark it read and open the client, booking or bill it is about; Mark all read clears the badge.
  2. View all notifications at the bottom of the panel opens the Notifications page, with All and Unread tabs, Mark everything read and Load older.
  3. On the phone the same list is behind the bell on the home screen, and each item also arrives as a push notification. The browser can show push too; BMexa asks for permission once.

What you are told about

  • Leads: a lead is assigned or transferred to you; a new client is still waiting (15 minutes, then 1 hour); clients imported to your list (one notice with the count); a client opens a brochure you sent; a dumped client comes back or is revived.
  • Follow-ups: a follow-up is about to fall due (half an hour before); a follow-up has gone past its time.
  • Approvals: a booking is waiting on your decision; an approval step moves to you; a discount needs your approval; your discount request is decided.
  • Bookings: a buyer reports a payment; your booking is approved at a level or sent back; a cancellation is requested; a refund is yours to pay; a partner firm’s RERA registration expires. Channel partner firms also get billing notices: a booking is due for billing, a bill’s payment is due, a bill you raised is overdue.
  • Team: work is handed over to you; someone is deactivated with loose ends.

Choosing what you receive

Open your avatar › Settings › Notifications. Untick what you do not want in your bell or on your phone; changes save as you make them. Some types are Always on because someone is waiting on you: a booking on your decision, a booking sent back, a cancellation request, a refund to pay, a buyer’s payment report.

Updated on 29 October 2026