Work Flow notifications

[kale_adviseinsurance]

Hi,

I am trying to understand how work flow notifications work. If a bulk upload of Leads got assigned to a Field Agent, will the agent receive multiple notifications for each assigned Lead or it will just come as one notification with all the details included.

All replies will be appreciated.
Thanks

[crmspace]

Hi,
You can create alerts dynamically using hooks or workflows:

How-to: Create notifications by using workflows/logic hooks

Hey everyone, we did some testing with these kind of user notifications: [chrome_nRG9aipQqe] We found two working approaches to create them, both are described below: 1st Option: Using Workflows This approach enables most users to create those notifications without modifying/adding php-code. To get it working, a new custom field ( internal_link, type TextField) is needed within the selected “WorkFlow Module” (e.g. accounts.). For this example, we create notifications for each newly added ac…

Especially the hooks are interesting if you want to “group” alerts.

Otherwise, users can select to be notified via mail whenever they are assigned to a record (default profile setting). This option will trigger an email per record.

[kale_adviseinsurance]

Thank you so much. This is super helpful and I will give it a try.
I will update here with the outcome.

Thanks