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How do I get a notification when the note is added to the Opportunities?
Updated on December 17, 2020 12:56AM by Admin
Notes
News Feed and Email Feed can be generated for notes added, deleted, and modified within the Opportunities App by enabling the Toggles.
Steps to Configure Notes
- Login and access the Opportunities from the universal menu.
- Click on the More(...) icon and select the Notifications.
- On the Notification page, click on the Notes. You can set the notification for whenever the Notes are Added and Modified.
- By Default, the News Feed notification will be Enabled and the Email Feed will be Disabled.
- Enable the Toggle for Email Feed for Notes Added and Modified.
- All your changes will be automatically saved.
- Now, go to Opportunities and add the notes. Once the Note is added, you will get the notification in the News Feed as well as the Email notification.
- You can view the News Feed under the News Feed tab.
- You will get Email Notifications as well.
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