Auto Alerts for Contact Activity Updates
Can we please have an auto alert made available that allows a consultant to be informed when a contact has a new activity created against their record by another agent. (eg: Buyer Activity when they have inspected another agents property or a Purchaser Activity when they have bought a property through another office)
1
vote
Hi Supporters
Thank you for your Suggestion!
We are happy to let you know that this functionality is already available.
For further details, see the Knowledge Base article: <Link to KB article>
https://boxdice.zendesk.com/hc/en-us/articles/203830019-Setting-up-Auto-Alerts
Category - Client
Trigger - Activity Added