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?
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 Smart Alerts?
How do I set up alerts for idle records?

How do I set up lifecycle conditions?

Follow these steps to set up Life cycle conditions under Smart Alerts:
  1. Click the More icon displayed in the top right corner of the Actions dashboard.
  2. Select Configuration
  3. Select the Smart Alerts tab.
  4. Click +Add Rule.
  5. Enter the alert message.
  6. Select whom to alert and the module for which you want to receive alerts.
  7. Enable the toggle button for Life cycle conditions.
  8. Specify Life cycle conditions for the selected module and field.
  9. Select alert channels.
  10. Click Save.
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