Customer Subscription Functionality

If you wish to monitor a specific customer you are able to do so by selecting the subscribe option in the customer record.

This option would be recommended when you would like to monitor any actions being completed on a specific customer record for example a high valued priority customer.

To subscribe simply click on the subscribe option on the top right of the customer record as detailed below.

By making this selection you will receive a daily digest email at the end of every day with the following information:-

1. New Appointments
2. New Phone Calls
3. New Feedback
4. Won Deals
5. Case Created
6. Cases Closed
7. Case Ratings
8. Natter
9. Quote Status Updated
10. Opportunity Lost
11. Opportunity Won
12. Opportunity Created
13. Searches
14. Sales Order Authorised
15. Sales Order Declined
16. Sales Order Approval Request
17. Custom Report Requested
18. Stack Export Requested

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Author: Natalie Dryburgh