This type of alert allows you to notify external and internal parties when a note is added to a particular item and/or where specific conditions are true.An alert appears for the owner of the activity if this is internal.
Alerting is designed to integrate Gold-Vision more closely with your business process and work flow. The Alerting module allows Gold-Vision to automate their business process using predefined criteria via Conditions and Actions. When an alert fires, it will only fire once. If the item is edited and saved and the criteria fields are unchanged, the…
Your To-Do list This shows your Activities when the start date is reached (and they've not been completed). Users can open activities from the To Do list complete them or view all activities from the Action Centre.
Create an Alert based on a Touch Point score for Account, Contacts or Leads. Example: when a Touch Point score raises over a certain value alert the owner so they can follow up swiftly. Note - this option is only available with Marketing Automation.
Reminder alerts can be set up to show a renewal date is imminent. Example: If an Opportunity has not been updated for specified amount of time, or a renewal date is imminent.
When a drop-down option is selected When a specific drop down is selected against the item you are setting up the alert forChoose which drop down field then choose the drop down value or values When a checkbox is ticked When a specific check box is either ticked or un-ticked against the item you are…
For example: Link emails with a Support Call reference number to the Support Call. Step 1 Set up the reference number for the Support Calls Step 2 Create the Email Receipt Alert Condition : Alert if subject matches Activity ref Action: Link by email subject reference