Alerts and notifications
Alerts are how ReferralPulse pulls your attention to something that's changed in your network or on your account. A partner updated their profile and your record was kept in sync. A referral has been sitting open for too long. A compliance threshold tripped. Whatever the reason, the bell icon in the header is the first place an alert shows up, and the Alerts page is where you triage them.
This is a separate surface from the action queue. The action queue is drafted emails waiting for you to send. Alerts are notifications that need attention but don't always have a draft attached.
Where to find it
Two surfaces:
- Bell icon in the header. Top right of any dashboard page, between the search bar and your avatar. A red badge shows the count of unread items (alerts plus pending action drafts combined).
- Alerts page. Open the bell, then click View all alerts at the bottom of the dropdown. Direct URL:
/dashboard/alerts. The page header is Alerts with a one-line subtitle: "Monitor and manage your alerts."
What kinds of alerts you'll see
You'll run into a handful of alert types. The ones that come up most:
- Partner Update. A partner of yours updated their own profile in ReferralPulse, and your assistant kept your partner record in sync. These carry a purple Partner Update badge and read as informational, the change has already been applied.
- Referral updates. A referral was received, changed status, or has been sitting open for a while. The alert links to the referral so you can act on it.
- An introduction came in. Someone introduced you to a new contact, with a link to review and accept it.
- Compliance threshold tripped. A metric like commissions outstanding or partners missing paperwork has crossed your threshold. Only shown when commissions are part of your practice.
- Account and account-connection notices. A mailbox needs reconnecting, a new feature is live, or a reminder to verify your Provisors membership.
Each alert carries a severity (critical, warning, or info) and a state (unread / read / resolved).
Triage from the bell
Where to find it: Top right of any dashboard page → bell icon in the header.
The bell dropdown, titled Notifications, is the fastest way to peek at what's new without leaving the page. Pending action drafts show up at the top under Proactive Actions (see The action queue). Alerts show up below that under Alerts, grouped into Today, Yesterday, and Earlier. Click any alert to jump to where it lives.
The three-dot menu on each alert lets you mark it read or unread, or delete it. At the bottom of the Alerts section you'll also find Mark all read and Delete all.
The bell badge counts both pending action drafts AND unread alerts together. If the badge looks high but the Alerts page is calm, the rest is sitting in the action queue.
Manage from the Alerts page
Where to find it: Bell icon → View all alerts at the bottom of the dropdown. Or open /dashboard/alerts directly.
The full Alerts page gives you four tiles at the top (Total Alerts, Unread, Unresolved, Critical), a search box, and two filters (status and severity). Below that is the full list, with each alert as a card showing the title, the message, the severity badge, the time stamp, and three buttons: Read / Unread, Resolve / Unresolve, and a delete icon.
The two filter dropdowns let you narrow:
- Status. All Status / Unread Only / Resolved Only.
- Severity. All Severity / Critical / Warning / Info.
Alerts marked Resolved drop out of your day-to-day view but stay searchable under All Status.
When a partner updates their profile
Where to find it: Bell icon → any Partner Update alert (purple badge), or the same alert on the Alerts page.
When a partner updates their own ReferralPulse profile, your assistant applies the changed fields to your copy of their partner record automatically. You don't have to approve anything. The alert that lands is informational: it tells you whose profile changed and which fields were updated, and it carries a green Updated badge so you can see at a glance that the sync already happened. Click it to open that partner's page if you want to look at the new details.
Data syncs automatically between linked partners, so there's nothing to confirm here. Communications are the only thing that still go through a draft you approve first. If the partner's new details aren't what you expected, you can always edit the partner record by hand.
By voice or in chat
Where to find it: Top of any dashboard page → AI Chat button.
Your assistant can answer questions about what's pending in your alerts.
What alerts do I have?
Anything urgent today?
It reads back the open alerts grouped by severity, with one-line summaries. Acting on each one (mark read, resolve, delete) still happens on the Alerts page or in the bell dropdown.
Get more out of your assistant
The alerts you see are partly driven by your account settings:
- Notification preferences. Set on Step 3 of your profile. Email, push, and in-app channels can be toggled per type.
- Profile visibility. A public profile in the directory can receive partner-update alerts when other ReferralPulse users link to you; a private profile won't.
- Compliance designation. Drives whether compliance-threshold alerts show up at all. If commissions aren't part of your practice, you won't see them.
If the bell never goes quiet, set aside two minutes to walk the Alerts page. Resolve the ones you've handled, delete the ones you don't need, and the bell will be calm by the end.
On the iOS app
Where to find it: The bell icon lives in the iOS header on every screen, in the same position as desktop.
Push notifications for alerts are off by default. Turn them on per-type from Step 3 of your profile (Preferences → Notifications). Critical alerts are good candidates for push; informational ones usually aren't.
Voice works for asking what's open: "what alerts do I have?" returns a read-out and you can act from the mobile bell dropdown right after. That saves you opening the alerts page entirely.