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Create smartlist ToDo notifications?
Posted by The Team at Mindmatrix on 23 November 2015 06:58 AM

smartlist ToDo notifications

There are contact notifications and opportunity notifications. 

 

Contact ToDo Notification: 

To enable smart list notifications, go to “Connections”, then “Lists”, and then “Smart lists”. 

 


From there, select the list that you would like to create notifications for.



In the “Edit Smartlist” box, go to the “Views” drop down menu and select Notifications and ToDo.


 

Then select how you want users to receive the notification. They can receive it as an Email, SMS message, and/or a ToDo item on the dashboard.

 

If you choose to send the notification via email or SMS message, you can attach a message, and select the contact info the User will receive.

Similarly, if you choose to set the notification as a to do task

 

When you have finished selecting your settings, click “Save”.

 

Opportunity ToDo Notification: 

 

To enable smart list notifications, go to “Manage”, then “Opportunities”, and then “Advanced Search," then "Create Search Filter" 

This will work similarly to smart list filtering. 

Name the Advanced Search:  Opportunities closing soon

Opp is closing soon

 

Choose Conditions:  here we have chosen "expected close date" is coming soon.

Choose opportunity search conditions

 

 

Set ToDo Activity: 

Set ToDo Activity

 

 Any opportunities meeting the criteria will automatically be added to this list, and will fire off a notification / todo when entering this Advanced Search. 

 

 

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