Schedule Out of Territory Notifications
To schedule out of territory notifications, follow the steps below:
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Go to .
Note: If the Notifications module is missing from the navigation menu, it may not be enabled for the web app. Contact your administrator for assistance. -
In the Notifications page, click the + Add
Notification button located on the top right corner.
-
Change Rule Type to Event.
-
In the Name textbox, enter a title for the
notification.
-
From the Notify When dropdown, select the Out
of Territories option.
- Optional:
If you want to schedule notification for a specific employee, select one from
the Employee dropdown.
If you want to schedule notifications for all employees, you can ignore this step. -
In the Delivery Rule section, do the following:
-
Select the notification delivery options as per your requirement.
- Email: Allows you to send notification via Email.
- SMS: Allows you to send notification via SMS.
- Sync & Web-Notifications: Allows you to send web notifications.
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For the To field, select the employees to whom
you want to trigger the notification.
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In the External Email Addresses field, enter the
email addresses to which you want to trigger email.
-
In the Subject field, enter the subject line for
the notification.
Click the pick fields icon
to add fields such as employee name,
applied by, and from and to dates in the subject line. -
In the Message Body field, enter the
notification content.
-
In the Link Expire in field, set the duration
for the link expire if the message body contains any links.
-
Select the notification delivery options as per your requirement.
- Click Save.