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Function documentationActions for Alerts

 

You can use actions to trigger alerts when something unexpected or potentially damaging for your enterprise occurs in your sales process. For example, if a contract of high value is canceled without warning, or an important opportunity is suddenly lost, an alert can be triggered so that the responsible party is notified, helping speed up the processing of critical situations.

Prerequisites

You have made settings in Customizing for Customer Relationship Management under Start of the navigation path Basic Functions Next navigation step Actions Next navigation step <choose area> Next navigation step Change Actions and Conditions Next navigation step Define Action Profiles and Actions End of the navigation path.