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Inside Goliath: an overview of the notifications center

Never miss an update again with built-in notifications

Austin Beveridge

Tennessee

, Goliath Teammate

Notifications in Goliath are designed to keep you informed without slowing you down. This guide walks through how the notifications module works, how to identify updates that need attention, and how to filter and review activity from your deals and team. The goal is to help you stay aware of what’s happening, respond quickly when action is needed, and keep every update connected to the right contact.

What's covered in the video

1. Accessing Notifications

  • Navigate to the left sidebar of the Goliath platform

  • Locate the 'Notifications' section

  • Alternatively, find the notifications under the bell icon in the top right corner

2. Understanding Notification Types

Notifications are categorized into:

  • Reds: Notifications that require attention

  • Unreads: Notifications that you have not yet seen

  1. Filtering Notifications

Use the filter options to narrow down notifications based on:

  • Assigned deals to you

  • Notes created by others

  • Mentions in notes

4. Marking Notifications as Viewed

  • Identify notifications that are complete

  • Mark them as viewed to remove them from your active notifications

5. Sorting Notifications by Team Member

  • By default, notifications are sorted for yourself

  • If applicable, sort notifications by team members to view their updates

6. Viewing Contact Details

  • Click on a notification to access the contact details page

  • Review the full contact details as needed

  • Use the back button to return to the notifications list

Best practices, tips and tricks

A few best practices

  • Review notifications at the start and end of each day to stay current on updates

  • Address red notifications first, as these require attention or action

  • Mark notifications as viewed once they’ve been handled to keep your list clean

When to use notifications

  • Use notifications to monitor activity and updates across deals and contacts

  • Use tasks for actions that require follow-ups or deadlines

  • If a notification requires action, create or update a task

Team visibility

  • Filter notifications by team member to understand who is working on what

  • Use mentions and notes to keep teammates aligned and informed

  • Check team activity regularly to avoid duplicate work or missed handoffs

Recommended daily workflow

  • Start your day by reviewing red and unread notifications

  • Open contact records directly from notifications when context is needed

  • Clear handled notifications throughout the day to stay focused

  • End the day with a final scan to ensure nothing urgent was missed