Home → Introduction to RubiCRM → Tasks/Alerts → Creating a general alert
4.10. Creating a general alert
You can create a general alert at any time on any page in RubiCRM.
Please note general alerts can not be associated with a primary record (company).
From the bottom left selection of options click the bell icon ().
When you click the bell icon the Tasks popup will open.
Fill in the details on the right to create an alert for a colleague.
This page was: Helpful |
Not Helpful