CRM In-App Notification refers to notifications that are delivered within the interface or application of a CRM system. The primary purpose of CRM In-App Notifications is to enhance user engagement and productivity by delivering real-time alerts or messages that require attention.
In LeadAngel, CRM In-App will be used to notify the lead owner, sales reps, or sales team of the new OTS lead assignment.
¶ Steps to Create CRM In-App Notification Template
- Sign in at app.leadangel.com and select Administration.
- Go to the Notifications drop-down list and right-click on the CRM In-App to create a New CRM In-App Template.
- Give the template a name. Select the router type Lead or Contact to send notifications, any one of the router types needs to be selected. Click save.
- An added feature snippet can be seen in the message body. When a user clicks on a snippet a box appears wherein you need to first select and choose an object both in the subject snippet and message body snippet viz. lead, account, lead owner, and the account owner.
- Add a message body for the template along with the various fields to be added through snippets and click on the Save button.
¶ How to use a CRM In-App notification template in the OTS router
- Sign in at app.leadangel.com and select Lead Management.
- Go to Lead routing > OTS Router > Assignment block. If you are creating a new router then Right-click to create a new OTS router and set the Assignment Preferences.
- Select the assignment type for which you want to use the CRM In-App Notification. Click on the CRM In-App Notification checkbox under Notification Preferences.
- For the Broadcast assignment type, select the checkbox option “Broadcast to Sales Team”. Click on the In-App checkbox and select the template from the list.
- Click on the Save button.
The same process can be followed to use the CRM In-App Notification template in the Reassignment Setup.