Home  >   FAQs   >  How do I set up Smart Alerts?

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:
  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.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.