HomeIntroduction to RubiCRMTasks/AlertsCreating an alert against an activity item

4.12. Creating an alert against an activity item

Users can create alerts against an activity item to notify another user of a message and what that message is linked to.

Open the activity item and hover over the bell icon (). Select the New Alert option to create an alert.

 

Fill in the details on the Alert popup.

 

Knowledge Tags

This page was: Helpful | Not Helpful