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

To enable this for a customer, access the customer record and click on Subscribe at the top-right of the screen, as shown below.

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