What is it?
Here you can choose the topics you are interested in and select who should receive notifications about them.
How does it work?
To easily manage it, you need to click on your user name. Then, click on Account Settings.
Go to preferences, specifically to Notifications.
You can decide who to notify in two inbound use cases:
A. A new inbound Lead has been created without a company or non-assigned company: One user receives a notification when a new lead is created in Bloobirds without a company or with a non-assigned company.
Click to open the picklist, choose the user you want to be notified and the button of the notification will be automatically marked.
B. A new inbound activity in a lead without a company or non-assigned company: One user receives a notification when an existing lead without a company or in a non-assigned company performs an inbound activity; for example, a new demo.
Click to open the picklist, choose the user you want to be notified and the button of the notification will be automatically marked.
Remember to SAVE.
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