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.
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Email me when a colleague notifies me in the app
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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