Vital CRM
Can I set a notification for when New Customer Form added people to the customers list?

Can I receive a notification every time a New Customer is added from the Customer Form？



You can choose the Marketing scripts you would like people to receive. Also, to make additional reminders, select [Add Email] or [Add Task].

(1) Add Email: select [Send Now] and type in at [Custom recipients] whom you want the system to send the notification email to when customer collector adds a new customer.


(2) Add Task: please remember to select [Generate Reminder] and pick an assignee.

When you are setting your Customer Form page, you can use marketing scripts to generate either an Email or a Task notification for later.
https://faq.vitalyun.com/EN/CRM#4088
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