Notifications in Opportunities allows you to get instant notification on the opportunities updates. You can get instant updates on Newsfeed and Emails.
News Feed
- All events in the Opportunities App will be displayed.
- You can stop displaying them by clicking the "Toggle OFF" button found in notifications.
- The events such as opportunities created or deleted will be shown in feeds.
- You can give priority to the notification by enabling the required notification.
Email Feed
- You can subscribe to receive an email by clicking the "Toggle ON" button found in notifications.
- You can give importance to the email notification that is currently required to alert you.
- For example: If an opportunity is created, you will receive an email.
You can also give priority to the notification by enabling the required notification alone. So, the checked notification will alone feed the in-home dashboard.
Steps to Configure News and Email Feed
- Login and access the Opportunities from the universal menu.
- Click on the More(...) icon and select the Notifications.
- You can view the notification dashboard with a set of notifications at the left navigation panel and their actual values such as Event name, News Feed, and Email Feeds in the right navigation panel.
- By default, all News Feeds will be in the Enable mode and all the Email Feeds will be in the Disable mode.
- If you want to subscribe to email notifications, enable the Toggle under the Email Feed.
- All your changes will be automatically saved.
- The Email Feed is enabled to receive email notifications when the Opportunities are Updated and Modified.
- Consider the Opportunity is updated, you will get the News Feed as well as the Email Notifications also.
- You can view the Newsfeed under the News Feed Tab.
- You will get the Email Notification for the same.
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