Following a Record

Isaac Miller

May 03, 2021 15:56

You can follow records (people, companies, opportunities, projects, tasks and leads) by selecting the star icon on the record. This can result in you receiving email and/or in-app notification updates about the record you've followed.

You can follow a record in the list view:

Or you can follow the record on the record's individual page:

You can then choose to get updates about the record under 'Settings' > 'Notifications'

The following chart shows the notifications you can receive via email and in app as a result of following records:

Email Notifications

1. Note Logged

2. Opportunity Stage changed

3. Task Reminder

4. Task Due

5. Project Status changed

6. Task Status changed

7. Opportunity Status changed

In App Notifications

1. Opportunity Assignee changed

2. Opportunity Pipeline changed

3. Opportunity Stage changed

4. Opportunity Value changed

5. Opportunity Close Date changed

6. Opportunity Priority changed

7. Opportunity Status changed

8. Lead Assignee changed

9. Lead Status changed

10. Lead Value changed

11. Project Assignee changed

12. Project Status changed

13. People Assignee changed

14. People Contact Type changed

15. Company Assignee changed

16. Company Contact Type changed

17. Task Assignee changed

18. Task Status changed

19. Task Due Date changed

20. Note logged

21. Phone/Meeting/Custom Activity logged

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