How do I get a notification when the opportunities are duplicated?

Updated on December 17, 2020 01:22AM by Admin

Apptivo Opportunities app allows you to get a notification when the opportunities are duplicated. You can set the notification to get the news feed and the email feed automatically.

Steps to Customize

  • Login and access the Opportunities from the universal menu.
  • Click on the More(...) icon and select the Notifications.
Notifications

  • You can view the notification dashboard with a set of notifications at the left navigation panel and their actual values such as Event name, News Feed, and Email Feed in the right navigation panel.
  • By default, all News Feeds will be in the Enable mode and all the Email Feeds will be in the Disable mode.
Notifications

  • If you want to subscribe to email notifications, enable the Toggle under the Email Feed.
  • Here, enable the toggle for Opportunity Duplicated under the Newsfeed and Email Feed.
  • All your changes will be automatically saved.
Enabled

  • Consider an opportunity is duplicated, you will get the News Feed as well as the Email Notifications also.
Duplicated

  • You can view the Newsfeed under the News Feed Tab.
Newsfeed

  • You will get the Email Notification for the same.

Email Notification