Notifications from Activities


In pipeline we can turn on notifications on deals, organizations and people  when they are assigned to us, however, there are no notifications for activities that are assigned to us, I think this would be usefu l :) 

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  • Bernd Auer
    Bernd Auer Member Posts: 348
    First Anniversary 5 Likes 5 Up Votes Name Dropper
    edited November 2021 #2

    A notificiation would be nice!

    A workaround: You can trigger a workflow which sends an email as soon as an activity is assigned to somebody else (do 2 workflows! 1 for newly created activities and 1 for updated activities). In the email you can send a link to the Deal/Org/Person connected (not to the acitivity itelf).

    BTW: we are doing the same for deals which have a new owner.