On this page, the below topics will be explained:
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What is the Alert Groups section about?
In the Alert Groups section, users can set up alerts to be received via email if there is an issue with a specific CRM feature. For example
Where is the Alert Groups section located?
Log into CRM and go to the left-side menu
Scroll the menu down to the System Settings
Then click on Alert Groups.
How to create an alert
Click on the + Create New button
In the Alert Group Settings page, add:
The name of the new alert
The CRM users will receive in their email the alert
Hit the Create button
Once created, the alerts will be displayed on the Alert Groups main page (see the below example)
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Please note that the email, to which the alerts are sent, is the one they are using to log in to CRM. |
How to edit an alert
Go to the right side of the page and click on the Edit button
In the Alert Group Settings page make the changes
Click on the Update button
How to delete an alert
Go to the right side of the page and click on the Delete button, to remove the alert from the system
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