What are Opportunities App Notifications?

Updated on November 27, 2017 04:05AM by Admin

There are four notification in Apptivo Opportunities App. They are listed below.

News Feed

  • All events in Opportunities App will be displayed.
  • You can stop displaying them by clicking "Toggle OFF" button found in notifications.
  • The events such as opportunities created or deleted will be shown in feeds.
  • You can give priority to the notification by enabling the required notification.

Email Feed

  • You can subscribe to receive an email by clicking "Toggle ON" button found in notifications.
  • You can give importance to email notification that is currently required to alert you.
  • For example: if a opportunity is created you will receive an email.

Documents

If documents were added, deleted, downloaded, emailed and renamed. You can send the email notification to the concerned employee or the person to alert about the actions performed on documents.

Notes

If notes were added, modified and deleted then fed the news and email notifications for the particular recipient regarding the actions.

Steps to Configure News and Email Feed


  1. Log in and access Opportunities App from your universal navigation menu bar. 
  2. Click on "More" icon and select “Notifications” located in the app menu header.
    select notifications
  3. You can view the notifications dashboard with news feed and email feed columns.
  4. By default, all news feed will be switch "Toggle ON" and email feeds will be switch "Toggle OFF".
    enable notifications
  5. If you want to subscribe the email notifications, Slide the "Toggle" button to "Green Color".

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