Email Notification Settings
The email notification settings are built to alert you whenever something happens within the system.
There are different kinds of email notifications you can get.
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First is a New Project email notification. Whenever a new project is entered into the system and your name is assigned as an account manager, you will get an email notification saying that a project has been added to your name.
2. The Documents/Photos notifications is whenever somebody uploads a document and/or photo in one of your projects.
3. The @ Mentions notification is whenever somebody mentions your name in the comments section of a project, you will receive an email letting you know you've been addressed to something within a project.
4. The Notes, Comments & Logs notification is for whenever somebody adds a note, comment, or log in one of your projects.
Highlights are looking in the rearview mirror so that you can see what you've done in the past. Think of this as a daily summary:
5. Yesterday's highlights will be an email of how many projects you won, how many you bid to, and how many activities you accomplished yesterday.
6. Monthly highlights are the summation of the past 30 days so that you can see how did the last month.
6. We miss you highlight is if you forget to log in to Followup CRM, you'll get a 'we miss you' email prompting you to log in to the system so that you can stay on top of your work.
That is it!
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