FAQs in this section
How do I log out from Vtiger CRM?
What is the left menu in the Actions dashboard?
How do I set up alerts for Events and Tasks?
How do I set up alerts for emails?
What are lifecycle conditions?
How do I set up lifecycle conditions?
What are record-level analytics?
How do I create charts under record-level analytics?
How do I create a list under record-level analytics?
How do I obtain key metrics of a record using record-level analytics?
What are the different actions I can perform on record-level analytics?
How do I update a CRM record?
What is Quick Create?
How do I use Quick Create?
What are the benefits of using Quick Create?
How do I receive alerts when a record is assigned to me?
What is the Actions dashboard?
How do I set up alerts for @mentions?
How do I set up alerts for idle records?
How do I set up Smart Alerts?
Table of Contents
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:
Follow these steps to set up Smart Alerts:
- 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.
- All conditions -Click the + Add Conditions and select the Field and Conditions. Alerts are displayed when all the conditions are true.
- 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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