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Notifications on account changes, or contact changes

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

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  • user3209
    replied
    Hi Kharg
    Thanks for that.
    Following records functions will trigger an email to manager with the notification of changes?

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  • Kharg
    replied
    Hello,
    You can follow records and also set an auto-follow for entities such as Contacts and Account
    Those, who work with sales, know how important it is to monitor and stay informed about the real-time activities related to accounts, contacts, leads etc., because quick access to such data influences both sales efficiency and their productivity.

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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
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