All alert rules must be configured from within Vtiger CRM under the Actions > Configure Alert Rules section.
Follow these steps to Set Up Alerts for Microsoft Teams:
- 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.
- Enter or select the following information -
- Select Alert: Select any activity alert mentioned below from the drop-down menu.
- Activity Alerts.
- Engagement Alerts.
- Smart Alerts.
- Module: Select the module where you want to receive alerts like Deals, Contacts, mentions by other users, etc.
- Alert Message: Enter the custom message you want displayed.
- Conditions:
- Use All Conditions if all criteria must be met.
- Use Any Conditions if one or more criteria are sufficient.
- Check the Microsoft Teams checkbox to ensure alerts are sent to Teams.
- Click Save.
Note: CRM Users who have linked their Microsoft Teams accounts can enable and receive these alerts.