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  • Notifications on account changes, or contact changes

    Hi! We were using another CRM. We have a general manager and 4 sales people. Every time you changed some contact information or account information a notification email was send to the 5 of us. Does EspoCRM has that from initial setup? If not, is there any way to implemented?
    Thank you

  • #2
    Hello,
    You can follow records and also set an auto-follow for entities such as Contacts and Account
    https://www.espocrm.com/tips/follow-records/

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    • #3
      Hi Kharg
      Thanks for that.
      Following records functions will trigger an email to manager with the notification of changes?

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      • #4
        this will trigger an in-app notification.
        You could set up an email with a workflow/formula/hook

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