3

Account Templates for Alerts


Avatar
Milos Vukotic

Currently, Alerts are being set individually.

Customer would like to be able to use some pre-defined Alerts for their clients.

A

Activity Newest / Oldest

Avatar

Shafaq Zaidi

User would like to have Account templates for both Goals and Alerts, so he can easily populate the data for Client Accounts.


Avatar

Sandra

User's inquiry:
Ability to set up agency Alert templates