Workflow Alerts are one type of action which can be associated with a workflow rule. Alerts are email or SMS triggers that are sent to candidates, contacts, and users. If you associate a workflow alert with a workflow rule, the specified email or SMS is automatically sent to the selected recipients when the rule is triggered for records meeting the criteria specified in the rule.
Profile Permission Required: Users with the Manage Workflow profile permission can access this feature.
Go to Setup > Automation > Action > Alerts.
In the Workflow Alerts page, click +Create Alert.
In the Create New Alert page:
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.