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What Notification Options Are Available in Wealthbox?

Team Wealthbox
Team Wealthbox
  • Updated

In Wealthbox CRM, there are various In-App, Email, and Text Notifications you can enable.

 

 

From your Notifications page in Settings, you can enable the following:

 

In-App Notifications:

When a co-worker uses the “Notify” feature within notes or activities (i.e. tasks and events), the select users will receive an in-app notification and or email depending on the checkboxes selected.

  • Email me when a colleague notifies me in the app

  • Notify me in-app when a colleague notifies me

Notifications can be expected with the following actions:

 

User Actions:

  • User adds a contact
  • User deletes a contact
  • User adds a note
  • User assigns a task
  • User is invited to an event 
  • User notifies another user via an activity reply
  • User adds a task  
  • User updates a workflow step
  • User adds an event
  • User adds an opportunity
  • User adds a file
  • User adds a project

 

Email Notifications:

Email me a daily digest email at 6 am:

  • This option sends a summary of today's Tasks, Workflow Steps, Events, and Opportunities.

Email me with CRM activity updates (eg. comments, workflow steps, task/event reminders, etc.):

  • Event - reminder email 15 mins before
  • Task - reminder email 15 mins before
  • Task - Notify the "assigned to" user with task assigned email when a task is created by another user     and/or when the assigned task is updated by another user
  • Workflow - completed email
  • Workflow - notify next step email for assigned to
  • Workflow - Workflow step due email if the workflow is sequential and the step is assigned
  • Stream item - Notify with a “like” email when the stream item you created is liked

 

Phone Notifications: 

Send an SMS alert 15 minutes before a task with a specific date/time is due

Send an SMS alert to my phone 15 minutes before an event starts

 

Other System Notifications: 

Wealthbox Mail - Email reply reminder 

Email Reminder.png