Managing customer relationships can be a challenge, particularly when you're trying to keep track of multiple interactions across various channels. Fortunately, SiteZeus can help you streamline the process by centralizing all customer data in one place. However, with so much information to sift through, it's easy to miss important updates or forget to follow up on a lead. That's where notifications come in.
Recently, a new functionality has been added to our CRM module that allows users to set up email notifications for the sales timeline, in the same way they were previously available for our Development Module/Development Timelines. This feature is a game-changer for Sales Owners that want to stay on top of their customer interactions and maintain a high level of engagement.
All Users will be able to set sales timeline notifications for themselves, starting by clicking on their name in the upper right corner of SiteZeus. In the dropdown menu that appears, select 'Settings'
For all Users, the Task Notification Area will be defaulted to your own name. Any timeline notifications you already have set up will be listed here. To create a new notification, click '+Add':
In the popup window that appears, select the 'Sales' timeline, indicating that you will be setting up notifications for the Sales Module.
Then select the Timeline from which you'll be selecting Tasks.
Next, select one or more tasks for which to be notified. Then, select the Trigger for the notification. You have three options from which to choose:
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Days Before Start - For this option, you are also prompted to enter the number of days, prior to the tasks estimated start date, of when to receive your notification.
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When The Estimated Date Changes - This can occur either as a direct edit to that task, or when the estimated date changes as a result of other tasks in the timeline being edited.
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When Task Completes - When this specific task is marked as 'Done'.
Finally, make sure the click the green 'Add' button to save your notification setting.
Added tasks will then show on the 'Task Notification Settings'. You can remove notifications you've set up by clicking the red trash can icon.
For Client Administrator Users, you can use this same area to set up notifications for other users. Simply select another User from the dropdown at the top and repeat the steps above:
For any questions about how to set up Sales Timeline Notifications for yourself or others, please reach out to our Support Specialists using the in-app chat.