Notifications

This guide will show you how to set the notifications of the CRM plugin.

Contacts

Firstly, please go to Administration (on top) - Settings - Email notifications. And then enable some of the following two notification options:
  • Contact added
  • Contact note added

contacts_notification_options.png

Let's add a note to the following contact:

note_added_to_contact.png

Then the user who is connected to this contact will receive an email notification that the note is added.

notification_received_note_added.png

The user could be related to contact either as a watcher or as a responsible person. Please check the below screenshots to make the situation more clear.

watcher_responsible.png

In the above example, the user receives an email notification because he is a watcher.

Deals

The same steps could be also applied to the Deals.
  • Deal added
  • Deal updated

deals_notifications.png

And in the same way, the users that could receive email notifications could be watchers or responsible people.

deal_watch_responsible.png

Email notification example reference could be checked below.

notification_redeived_deal.png

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