Solve for CRM hygiene with a single, actionable, periodic alert sent to your reps.
With Digest, you can combine multiple alerts and send a single view to your reps that contains all the records that need their attention. Reps can then view those records on Board and update the required fields in a single go.
How to set it up?
Visit the Digest listing page either from the 'Digest' Tab.
You can start creating a new Digest using the 'Create Digest' button.
On entering the Name, Object for this Digest, create 'Highlight' groups based on conditions for action. Example: Highlight records where states are in the past but not closed, lost, or closed one.
Few quick points to note:
Specify fields to be highlighted and provide instructions for users.
Choose highlight colors based on urgency.
Add multiple highlight groups with different conditions.
Next, you can choose the default columns that appear on the Digest (Board) view alongside the highlighted fields.
Choose the frequency, recipients and that's it! You're done with setting up the Digest.
Please note that if 'OwnerID' is selected as the recipient, the owner will receive notifications for only those records that belong to them and require their attention for edits.
Preview and Testing
Preview the workflow to see how it will appear to users. This can be done by clicking on the 'Preview button' towards the end. This would redirect user to a board view which is a representation of what your AEs would see.
Final Steps
Once set up, users can interact with the digest to address all highlighted records. Aim for all records to be actioned, achieving the goal of zero outstanding items.