FAQs in this section
How do I log out from Vtiger CRM?
What is the Actions dashboard?
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?
How do I set up alerts for @mentions?
How do I set up Smart Alerts?
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?
How do I set up alerts for idle records?
What are lifecycle conditions?
Table of Contents
Life cycle conditions can be set up for deals, contacts, organizations, and leads – their progress is depicted by movement from one stage to another in their life cycle. For instance, sales stages in a deal’s pipeline depict its life cycle from initiation to closure.
Consider the example below.
You can set up an alert on the Contact Status field in Contacts for when a contact has not exited the Contact Status – Inactive – since 10 days.
Consider the example below.
You can set up an alert on the Contact Status field in Contacts for when a contact has not exited the Contact Status – Inactive – since 10 days.
Was this FAQ helpful?
0
out of
2
found this helpful.
Comments 0
Be the first to comment