This lesson shows you how to set Alerts to receive notifications on different types of records (On screen notifications or by email).
Click on your name in the top right corner of your screen.
Select My Settings.
Scroll down to My Alerts and select +New Alert.
You can choose the record type, action type, actions taken, and then base that alert off ownership or department. For example, I want to receive alerts for any jobs that are won by my sales department. So I'll set my alert like this:
Enable the alert, decide the frequency, and select the notification type. You can setup as many alerts as you would like! Don't forget to save settings at the top right of your screen.
