In this article, you will learn:
In the Pipelines module, you can notify designated agents
and run trigger commands automatically whenever a new deal is added or won.
How to Setup notification subscription?
The email notification alerts are triggered when any of the following subscription conditions are met.
Daily Recap Email Notification and Subscription
Now you can have a daily recap of all the sales-related updates that happened on a daily, weekly or monthly basis. There will be agent-wise and pipeline-wise data segregation. You can have a complete picture of what is happening and can expect the business outcome accordingly.
Note:This functionality can be accessed by admin only.
To view the enhancement:
- Navigate to Pipelines
- Click on the 3 dots icon (action)
- Click on settings
- Click on Notification Settings
- Slide the button to enable Daily/ Weekly/Monthly Recap notification.
- Slide the toggle bar if you want to disable the recap notification of any period- Daily/ Monthly/Weekly
- Click on the view sample email to see the how the email will look like and what all data will be provided in the recap email
- In the email, you will find a detailed report- Agent wise and Pipeline Wise.
Note: The daily recap report based on Pipeline is available only on request from the Agency and is not available for all.