Posted on by kdevarakonda

The Question:

I have several employees working in Apptivo, and there is no way for me to monitor each app to keep up to date on the work they are doing. Is there any system to receive emails when my employees make updates to projects, leads, etc?

The Answer:

To address the need to receive automated updates for activity within Apptivo, there is a system called “Alerts”.  You are able to select from a long list of events, such as “new lead created”, and then determine which events you would like to be notified of.  Every user has access to receive email alerts, but it is also possible to purchase paid services that will send alerts via SMS message, or e-fax.To set up alerts for your account, log in, then click on your name in the upper right hand corner.  From the dropdown menu that appears, click on the preferences link.

This link will open a popup window with account preferences, at the bottom of this popup is a link to configure your alerts.

You will now be sent to a mostly empty page, where you need to click on “Alerts” again.

Now we are on the alerts subscription page, where you will see a list of all available events.  Each event is broken down by app category, so you can browse the categories searching for events you wish to be notified of.  To subscribe to an alert, double click the event to move it to the box on the right side of the page.

The most common alerts people receive are “Lead Created” and “Someone changed project status”.  Once you have selected all alerts you are interested in, click on the Save button at the top of the page.

The alerts are set up for each individual user, so you only need to subscribe to alerts which apply directly to the work you are doing with Apptivo.

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