FAQs in this section
How can I set up Smart Alerts?
As a team manager or a user with administrative privileges, you can set up Smart Alerts in addition to activity alerts, email alerts, and mentions.
Follow these steps to set up Smart Alerts:
1. Click the Menu icon.
2. Select Essentials.
3. Click Actions.
4. Click the More icon displayed on the top-right corner of the Actions dashboard.
5. Select Configuration.
6. Click the Smart Alerts tab.
7. Click +Add Rule displayed on the top right corner of the Alert Configuration page.
8. Enter the Alert Message.
9. Choose whom to alert.
10. Select a module from the Module drop-down.
11. Fill in the following details to set up conditions:
13. Specify Life cycle conditions if required.
14. Click Save.
Follow these steps to set up Smart Alerts:
1. Click the Menu icon.
2. Select Essentials.
3. Click Actions.
4. Click the More icon displayed on the top-right corner of the Actions dashboard.
5. Select Configuration.
6. Click the Smart Alerts tab.
7. Click +Add Rule displayed on the top right corner of the Alert Configuration page.
8. Enter the Alert Message.
9. Choose whom to alert.
10. Select a module from the Module drop-down.
11. Fill in the following details to set up conditions:
a. Select Field: Field on which conditions are specified
b. Choose List Conditions: Conditions to be met to activate an alert
c. Enter value: Execute the alert if field value equals the value specified here
12. Specify a value for ‘idle since days’. For example, you can set up an alert for a record that has been idle for five days.c. Enter value: Execute the alert if field value equals the value specified here
13. Specify Life cycle conditions if required.
14. Click Save.