Alerts

Alerts notify each user about important information and events. Open the alerts by clicking on the Alert icon found on the upper right corner next to the role based user login or on the menu bar of a contact or company Numbers displayed on the Alerts icon counts to the unnoticed alerts. It can be dismissed individually or all by clicking Dismiss Alert(minus icon).

Add a New Alert

To add a new alert, click the plus(+) icon and fill out the required fields. The information is automatically populated if you’re creating an alert from a specific target type, such as a contact or a company.

When creating alerts, there are several fields of information that needs to be filled out.

• Target Type defaults to the activity, company, contact, opportunity, or case record that the alert had originally been created from.

• Audience refers to the representative or group of representatives who will be seeing a new alert.

• Expiration Date shows when the alert expires

• Description gives the alert a title that will display on the quick view menu when the mouse is clicked on the alert icon.

• Notes display any necessary information attached to the alert.

The alert icon also displays directly on a target’s page(For example: contact or company) in the top right corner of the menu for an easy reminder.