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Articles tagged "alerts" returned 41 results.
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Introduction to Projects
...and Time. Close modal To facilitate the management of a Project, automated workflows can also be designed for Projects using Alerts, based on predefined Project Types, Stages and corresponding Activities....
How Can I Use Profiles?
...profiles are… Multiple profiles can be created against an Account and Contact. Profiles make it easy for you keep records up to date. Expiry dates can tigger alerts to remind...
Marketing automation introduction
...looking at a new product on your website. Next, you can use this information to automatically create follow up activities. You can additionally create touch points from alerts. Close modal...
Using Contact records
...Click here to find out more about Notes. Close modal Tip Tip: Notes can be broadcast via email or alerts to other users. Add Links to a Contact record Setting...
Using Account records
...clicking Note icon. Click here to find out more about Creating & Using Notes. Close modal Tip Tip: Notes can be broadcast via email or alerts to other users. Add...
Merging Accounts Or Contacts
...losing any information. Close modal Info There is no undo facility and the merging process will not cause Alerts or Triggers to fire. Close modal Info Make sure you select...
Easy Navigation Tips
...when the start date is reached (and they’ve not been completed). Alerts are your reminders and you can also see Emails and Appointments. Close modal Tip Tip: You can quickly...
Manage Your Day
In this guide, we’ll walk you through some simple steps to help make managing your day-to-day tasks much easier, such as activities and appointments, and show you how to quickly...
Touch Point Alert
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...
