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:

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.
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.
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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