My Notifications

EMAIL

NOTIFICATION

Dashboard
Weekly summary of the sales activities and results
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Leads
When Lead is assigned to me
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When Leads Import is completed
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Customers
When Customer is assigned to me
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When Customers Import is completed
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When Customer Uploads a file in Client Portal
Documents
When Document is accepted by Client
When Document is declined by Client
When Document is viewed by Client
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When Document Email is viewed by Client
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When Scheduled Email is Sent to Client
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Invoices
When Invoice is viewed by Client
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When Invoice Email is viewed by Client
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When Recurring Invoice is sent to Client
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When Overdue Notice is sent to Client
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When payment is received for an Invoice
When Scheduled Email is Sent to Client
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Calendars
Reminder will be sent before 15 mins of calendar activity
Mailbox
When Scheduled Email is Sent to Recipients
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When Email is Opened by a Recipient
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