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?
1. 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.
2. Click on the Save button.
The same process can be followed to use the CRM In-App Notification template in the Reassignment Setup.