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Currently, Alerts are being set individually. Customer would like to be able to use some pre-defined Alerts for their clients.
User would like to have Account templates for both Goals and Alerts, so he can easily populate the data for Client Accounts.
User's inquiry: Ability to set up agency Alert templates
Activity Newest / Oldest
Shafaq Zaidi
User would like to have Account templates for both Goals and Alerts, so he can easily populate the data for Client Accounts.
Sandra
User's inquiry:
Ability to set up agency Alert templates