How to send Notifications about a Contact

Notifications are the way to communicate with the team through the CRM. If there’s anything that your teammates need to know about a contact this is a perfect way to inform them. Follow these steps to learn about it!

1. In the Contacts sectin click on the Contact you want to work with

In the Contacts sectin click on the Contact you want to work with

2. In the Contact file click on the Wheel button to open the list of available actions

In the Contact file click on the Wheel button to open the list of available actions

3. Click on Send notification

Click on Send notification

4. Click on the “To” field to display the list of users and select the recipient

Click on the "To" field to display the list of users and select the recipient

5. If you check the Notify All option the whole team will receive the notification

If you check the Notify All option the whole team will receive the notification

6. Click on Message to write the content of the notification

Click on Message to write the content of the notification

7. Finally, click on Send

Finally, click on Send

8. The recipients will find the notification in the Dashboard

The recipients will find the notification in the Dashboard

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