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How do I configure SuperOffice CRM that a sales manager would get a notification when a new sale is created?

Updated on 4 Jan 2022

Whenever a new sale (opportunity) is created a sales manager should get informed about it. How do I configure SuperOffice that the sales manager would get a notification when the sales executor creates a new sale?

SuperOffice CRM has the feature Triggers, which executes actions for specific events in the system, such as when a new sale is created. Please follow the steps below to set up the SuperOffice CRM such that it sends notification e-mail when a new sale is created:

Note! This feature requires the SuperOffice Expander Services licence.

  1. Log in to Settings and Maintenance.
     
  2. Click on CRMScript (1), then the tab Triggers (2), and click the New event handler button. 


     
  3. In the trigger list scroll to the bottom and in the section CRM: after save click on the button After saving sale (1).


     
  4. In the Description (1) explain what the trigger will do and click on the Send an e-mail or SMS (2) button.


     
  5. In the if field select option All conditions are true (1) and below set up the condition that notification would be sent only when the new sale is created, in other words - is new is true (2). Then fill in Subject (3), From (3), To (4), Text message (6) fields with information that the system should deliver to the sales manager Enable (7) the trigger and click OK to finish.


     
  6. Now the person whose e-mail address has been entered in the To field will get a notification every time a new sale will be created.

 

Note!

1. Scripts, Macros, Triggers, and Scheduled tasks can be created for you by a SuperOffice consultant.

2. All support questions related to Scripts and SuperOffice SDK need to be posted in SuperOffice Community Developer Forum.

 

More information:

Beginner's guide to triggers and CRMScript

Help file: Macros and scripts

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