Notification Options for Opportunity List

Notification Options for Opportunity List


This feature allows a User to set notifications for different conditions of the Opportunity Search List to creators, owners, and managers.

User can set the notification email on-behalf of Owner/Myself/Creator (default will be Owner).

If you will select “Creator” for the notification, then creator (under whom opportunity is created) of the opportunity list will get the notification.

If you will select “Owner” for the notification, then owner (any user can be the owner) of the opportunity list will get the notification.

If you will select “Myself” for the notification, then you (user who is using the opportunity list in his account) will get the notification.

If you will select “Manager(s)” for the notification, then the channel manager(s) will get the notification.


 




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