Notifications

  • Resolved Jakob

    (@jwthecolorist)


    9 years, 6 months ago

    Hello,

    I have a question about notifications. I was wondering, is it possible for a sub-manager to get an email notification when the auto lead management system assigns a lead to sales rep that is under him in the Global User Hierarchy?

    Thanks!

Viewing 4 replies - 1 through 4 (of 4 total)
  • Plugin Author Upi

    (@upi)

    9 years, 6 months ago

    Hello,
    this is indeed one of the capabilities Of UpiCRM.
    in order to achieve that you should add all the users you have to the WordPress site (as subscribers…), assign them with UpiUser roles, and then define the hierarchy of your users in the UpiCRM Users Center section.

    You’ll have checkboxes to define if managers of users will be receiving notifications yes/no.

    I’m signing this one off as “resolved” , but please do come back and let us know if you have any further issues / questions.

    Thanks
    Uri

    Thread Starter Jakob

    (@jwthecolorist)

    9 years, 6 months ago

    Hi Uri! Thanks for the reply! I tried that several times yesterday and for some reason the sub-manager was not receiving notifications when the sales rep under him (in the hierarchy) got a new lead from the website (Caldera) form. I did make sure the notifications were on. I’ll try this again soon and see if maybe I made a mistake somewhere. Thanks again for getting back with me!

    ~Jakob

    Plugin Author Upi

    (@upi)

    9 years, 6 months ago

    Cool. Just remember to check the box next to “Update manager on status changes” , and also – that the little icon “headphones” (with mouse over title “update manager on status changes” is bold.

    Thread Starter Jakob

    (@jwthecolorist)

    9 years, 5 months ago

    Ok thanks Uri!

Viewing 4 replies - 1 through 4 (of 4 total)

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