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Team & HR

Urgent alerts and pop-ups on the desk

Urgent things pop up on every page and on your phone until you tap Seen, so nothing important is missed.

Where to find it: Consultation desk For everyone 2 min

Before you start

  • Phone and desktop notifications are on (see the notifications guide).

How it works

How it works, step by step

  1. Caller → CompanyFlowHQ: Marks the hand-off Urgent
  2. CompanyFlowHQ → Consultant's phone: Pop-up on every page and a phone notification
  3. Consultant's phone → CompanyFlowHQ: Taps Seen: the pop-up stops
  4. CompanyFlowHQ → Manager: Not seen in time? The manager gets an alert

The steps at a glance

1Spot the pop-up2Open it3Tap Seen4On your phone5Count on the menu
Step 1 of 5
  1. An urgent item opens a box called Needs you now, on any page. It stays until you act. A soft sound plays once.

    Urgent items: urgent bookings, call-back requests, and consultations nobody started.

    companyflowhq.com/deskCompanyFlowHQDeadlinesApplicationsBookings & S…Consultation…DealsSignPaymentsConsultation deskSearch ⌘KNeeds you nowSara booked Nimal Perera for Thu 10:30.OpenSeenConsultation deskNeeds you nowSara booked Nimal Perera for Thu…OpenSeen
  2. Tap Open to jump straight to that student's card.

    companyflowhq.com/deskCompanyFlowHQDeadlinesApplicationsBookings & S…Consultation…DealsSignPaymentsConsultation deskSearch ⌘KOpenSeenConsultation deskOpenSeen
  3. Tap Seen when you've read it. Why: the sender sees that you saw it, and the pop-up stops.

    Several waiting? Read each one before you mark them all as seen.

    companyflowhq.com/deskCompanyFlowHQDeadlinesApplicationsBookings & S…Consultation…DealsSignPaymentsConsultation deskSearch ⌘KSeenConsultation deskSeen
  4. Your phone gets a notification too. Tap it to open the desk at that card.

    NotificationsUrgent consultationNimal Perera · Thu 10:30
  5. The red number on Consultation desk in the menu shows what you haven't seen yet.

    companyflowhq.com/deskCompanyFlowHQDeadlinesApplicationsBookings & S…Consultation…DealsSignPaymentsConsultation deskSearch ⌘KMenuDeadlinesApplicationsBookings & SalesConsultation deskDealsSignPayments

✅ How do I know it worked?

  • The pop-up closes. The card shows that you saw it, and when.

⚠️ Common mistakes

ProblemNo phone notifications.FixTurn on notifications on your phone (Settings → Notifications), and install the app on your home screen.
ProblemYou tapped Seen without reading.FixOpen the card from the desk. The alert is still in its Timeline.
ProblemYour manager got an alert about you.FixAn urgent hand-off wasn't seen in time. Tap Seen sooner next time.

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