In this article, you will learn how to create and edit notifications for yourself and other users.
You will want to review is ensuring the agent(s) have a valid email address in either the personal email address or notification email address fields within their profile.
Now you will navigate to "Settings" and click "Notification Settings within the pop-up window.
- Filter on the agent you wish to make edits for (apply settings for)
- Click on Create Notification
- Choose the desired notification type (what event the notification is for)
- Select the scope (who's actions the notification covers)
- Select the Delivery method
- App (push notificaton to the mobile app)
- Pod (Activity Stream pod and sidebar on desktop CRM)
- Click Save to save the notificaiton
From the list of notifications you can deselect any delivery method that may not be desired or click the red X to delete a notification.
