How do I set up alerts for idle records?

By default, idle alerts are available for Leads, Contacts, Organizations, and Deals.

You can enable them and set the duration only if you are an admin user.
Follow these steps to add a new idle alert for other modules:

Log in to the CRM.
Click Main Menu.
Go to Essentials.
Go to Collaboration > Actions. The Actions page opens.
Click Alert rules. The Configure alert rules page opens.
Click +Add Alerts. The Add Alert Rule window opens.
Select Alerts - Select Smart Alerts from the drop-down.
Module - Select the module where you want to receive alerts like Deals, Contacts, etc.
Alert message - Enter the text you want displayed in the alerts.
Whom to Alert - Specify the users who should receive alerts.
Conditions - Select All Conditions, Any Conditions, or both.
1. All conditions -Click the + Add Conditions and select the Field and Conditions. Alerts are displayed when all the conditions are true.
2. Any conditions -Click the + Add Conditions and select the Field and Conditions. Alerts are displayed when at least one of the conditions is true.
Idle since days - Receive an alert when a contact has been inactive for a specified number of days.
Life cycle conditions - Enable the toggle button to add life cycle conditions, then select the sales stages from the drop-down menu.
Alert channels - Choose how you want to be alerted—via Email, Desktop, or Microsoft Teams. You can also choose more than one channel by enabling the required checkbox.
Click Save.

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How do I set up alerts for idle records?

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