To get notifications for my agents action we can follow the below steps:
- Go to Lead Box Feature -> Lead Customization -> Lead Notification
- Add Notifications (Pop up would appear)
1. All – Applied for all Notification conditions.
- Select Notification Type (Email/SMS)
- Select the agent to whom you want to send the notification
2. Custom – We can customize according to our requirements.
- Select the Lead Condition (Lead Source, Lead Stage) and enter Field Data
- Select the Notification channel (Email/SMS)
- Select the agent to whom you want to send the notification
- Click on Save
