Notify owner in Centra HUB CRM helps to notify users about any required happening at a predefined specified condition through software. It also helps to send instant messages or alert to required users whenever they are online, wherever they may be.
No card required
Specify the name of the Workflow to be automated.(In this case, it is Scheduling mass Email)
Refers to the Module to which WorkFlow has to be linked.
Refers to the condition on which the WorkFlow has to be automated. (To Schedule Mass Mail on a Periodic basis, Select the Periodic option and Define Frequency template on a periodic basis).
Refers to the priority of execution of WorkFlow, if there are other WorkFlows linked to the same Module.
( If Priority =1, then that WorkFlow is automated first).
(If Priority =2, then that WorkFlow is automated on the second basis with respect to that Module)
Note: Like ways, Priority can be assigned to WorkFlow.
Click on Notifications in Action Tab of WorkFlow List page.
Specify the Title of Notification.
Enter the Text that has to be shown as Notification.
Select the Recipient Type for Notifications from drop down list which has to be sent. ( Select has Owner to notify the owner).