FAQs in this section
What is Vtiger Buzz?
Can I be alerted when my colleague shares a List with me?
How do I identify Idle records?
What is the Actions dashboard?
What is the left menu?
How can I set up alerts for events and tasks?
How can I set up alerts for emails?
How can I set up alerts for @mentions?
How can I set up Smart Alerts?
What are lifecycle conditions?
Can I receive alerts when a record is assigned to me?
How can I set up alerts for idle records?

How can I set up lifecycle conditions?

Follow these steps to set up Life cycle conditions under Smart Alerts:
  1. Click the More icon displayed on the top right corner in 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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