Workflow

Notifications and cron

Notifications and cron: Define measurable CRM goals, calculate achievement from live CRM records and notify staff when targets succeed or fail.

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4 guides
Category

Goals

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Run automatic goal notifications through cron

Allow the CRM cron to evaluate unnotified goals after each cron run.

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Send a manual goal notification

Use the goal notification action for the chosen success/failure type.

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Understand one-time goal notification state

Know how the notified flag prevents repeated automatic messages.

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