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?
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?
How do I set up alerts for idle records?
How do I set up lifecycle conditions?
Table of Contents
Follow these steps to set up Life cycle conditions under Smart Alerts:
- Click the More icon displayed in the top right corner of the Actions dashboard.
- Select Configuration
- Select the Smart Alerts tab.
- Click +Add Rule.
- Enter the alert message.
- Select whom to alert and the module for which you want to receive alerts.
- Enable the toggle button for Life cycle conditions.
- Specify Life cycle conditions for the selected module and field.
- Select alert channels.
- Click Save.
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