On chakra we can send the the platform and email notification to the user if any change has been made on the lead. Suppose the state of the lead got changed to CONVERTED then a email notification will be sent on the user's email with the lead link.
The email should be present for the user to which the lead has been assgined to send the email notification.
¶ Add Notification
We can add notification on chakra by the following the below steps:
- Go to Admin --> Procedures. Select the procedure for which you want to add the notification
- Go to Notification Tab
- Click on Add to add a new notification
- Add the name of the notification and click save. New notification has been made
- If you add the seconds in the
How many seconds before will the notification be shown?, the notification will be scheduled before the given seconds When is the notification valid: Here you need to add the condition on when the notification has to be sent. Suppose we want to send the notification when state changes to CONVERTED, then we will add the condition as state == CONVERTED
- Add the
Notification TitleandNotification Messageand click save. These two sections are under the Chakra Platform Notification criteria.
- If you want to send the email to the user to which the lead is assigned then select the toggle as
YesunderShould email be sent?and add the Email Subject and Email Body as required and click save
¶ Edit Notification
We can edit the conditions of the created notification by:
- Admin --> Procedures. Select the procedure for which you want to add the notification
- Go to Notification Tab. The list of notifications will be visible
- Click on the notification which you want to edit, do the required changes and click save
