Alerts and notifications
Configuring and Using Slack Integration for User, Opportunity, and Deal Notifications
Introduction: This article outlines the newly introduced Slack integration feature, which allows notifications for user lists, opportunities, and deals to be sent to a configured Slack account, streamlining communication and enhancing team ...
How do I use the HTML editor to reformat or style smart list notifications?
Introduction: This enhanced feature allows users to format notifications using HTML elements such as bold, italic, underline, superscript, subscript, and more. Let’s now learn how to utilize this feature effectively. Accessing the Smart List ...
How do I disable to-do notifications from an onboarding playbook?
In Mindmatrix, 'to do' notifications are recorded tasks that users may complete. They can also be sent to users via email or pushed to a recipient user's CRM if their CRM is integrated with Mindmatrix and able to receive tasks associated with ...
How to Access Dashboard Notifications
To access dashboard notifications, click on the bell icon in the upper-righthand corner of the dashboard. Panel Overview The red rectangle at the top of the notifications panel will display the total number of unread items from the past seven days ...
How do I enable Email and ToDo notifications for a Smart List?
For more information about how to create or edit a Smart List, see How do I create a Smart List?, or How do I create a User Smart List? Note: On the Bridge platform, clients can personalize menu navigation to better suit the specific needs of their ...
What notifications are set up by default in your account?
Posted by The Team at Mindmatrix on 30 April 2018 01:04 PM All notifications will come via email unless specified otherwise in your user profile. You have the ability to choose from an email notification or SMS text message, or both if desired. ...
How do I create an announcement for my entire company?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Note: Only an administrator with Super Admin access rights can use this feature as of ...