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Subscribe

"Subscribe" allows the user to receive notifications for changes and updates made in any of the account, contact, lead, opportunity or quote modules.

Anyone who is authorized to view any module can perform the tracking process.

Subscribe for Account

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Subscribe the relevant Account from the Account detail page:

Main Menu > Account > Account Title > Account Detail > Subscribe

More info about Account->

Subscribe for Contact

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Subscribe the relevant Contact from the Contact detail page:

Main Menu > Contact > Contact Title > Contact Detail > Subscribe

More info about Contact->

Subscribe for Lead

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Subscribe the relevant Lead from the Lead detail page:

Main Menu > Lead > Lead Title > Lead Detail > Subscribe

More info about Lead->

Subscribe for Opportunity

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Subscribe the relevant Opportunity from the Opportunity detail page:

Main Menu > Sales > Opportunity > Opportunity Details > Subscribe

More about Opportunity->

Subscribe for Quotes

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Subscribe the relevant quote from the quote detail page:

Main Menu > Quote > Quote Title > Quote Detail > Three Dots > Subscribe

More info about Quote->