Create Notification

To create notification, follow the bellow steps:

1. On the home page, click on the “web App”.
2. To view notifications, click the “”Main Menu icon located at the top-left corner of the screen, then select “Notifications” from the menu list.
   
   
3. To create a new notification, click the “”button located at the top-right corner of the Notifications page.
4. Select “Event” as the Rule type.
5. Enter “New Lead Created” in the Name field.
6. In the “Notify When” field, click the dropdown and select “Custom Entity Submission”.
7. In the “For” field, click the dropdown and select “Leads”.
8. In the “Is” field, click the dropdown and select “Added”, as shown in the figure below.
9. In the Delivery Rule section, check the box for “Email” to ensure notifications are sent via email.
10. In the “From” field, click the dropdown and select the email address.
11. In the “To” field, check the box for “Filled By.”
12. Enter any external email addresses in the provided field.
13. Enter the subject as “New Lead Created.”
    • Click “” icon next to the Subject field and select the subject placeholder if required.
14. Enter the message body as shown below.
    • Click the “” icon next to the message body field and select the appropriate placeholders:
      • Company Name
      • Contact Person
      • Phone
      • Ticket Value
      
15. Click” Save”.