FAQs in this section
How can I set up lifecycle conditions?
What is the Actions dashboard?
What is the left menu?
How can I set up alerts for @mentions?
How can I set up alerts for Events and Tasks?
How can I set up alerts for emails?
How can I set up Smart Alerts?
How can I set up alerts for idle records?
Can I receive alerts when a record is assigned to me?
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.
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