How do 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. Log in to the CRM.
2. Click Main Menu.
3. Go to Essentials.
4. Go to Collaboration > Actions. The Actions page opens.
5. Click Alert rules. The Configure alert rules page opens.
6. Click +Add Alerts. The Add Alert Rule window opens.
7. Select Alerts - Select Smart Alerts from the drop-down.
8. Module - Select the module where you want to receive alerts like Deals, Contacts, etc.
9. Alert message - Enter the text you want displayed in the alerts.
10. Whom to Alert - Specify the users who should receive alerts.
11. 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.
12. Idle since days - Receive an alert when a contact has been inactive for a specified number of days.
13. Life cycle conditions - Enable the toggle button to add life cycle conditions, then select the sales stages from the drop-down menu.
14. 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.
15.  Click Save.