Subscriptions allow you to more easily monitor a specific customer. By subscribing to a customer, you will receive a daily digest email, which will detail the following events for that customer for that day:
New Appointments
New Phone Calls
New Feedback
Won Deals
Case Created
Cases Closed
Case Ratings
Natter
Quote Status Updated
Opportunity Lost
Opportunity Won
Opportunity Created
Searches
Sales Order Authorised
Sales Order Declined
Sales Order Approval Request
Custom Report Requested
Stack Export Requested
Enabling this for at least one customer will trigger a daily digest email to be sent at the end of every day.
The subject of this email will include the total number of updates detailed in the email e.g. "Customer Digest for 25 October - 3 updates".
You receive one email only per day - this will include details for all customers for which you have enabled updates.
Enabling updates for a customer
To enable updates for a customer, access the customer record and click on Subscribe at the top-right of the screen, as shown below.
