Activity & Leads Schedule
Posted by i3Teamworks Admin on 18 Jul 2019 5:14pm

1. From your Main Dashboard, tap on SALES  and click Program Settings 

2. Tap on  and choose 

Set the properties such as :

When to send the alert, eg: after 5 consecutive day with no updates to the Sales Lead.

Who is the report recipient, eg All Staff in Sales Module or by selected Staff