Set Up Alerts for Opportunity Stage Change

When you set up Opportunity Stage Change alerts, Ajera CRM notifies selected employees when a stage change occurs within an opportunity. For example, you can set an alert that notifies employees when an opportunity has been awarded. This alert is triggered by a change in the database.

Prerequisite: If you have not yet done so, you need to set the alert polling interval to a level other than zero for this alert to be activated. Deltek recommends a value of 60.

To set up Opportunity Stage Change alerts, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > System Alerts.
2. In the Folders field on the Alerts Configuration form, select CRM.
3. In the Alert field, select Opportunity Stage Change.
4. Select the Active option to enable the alert throughout Ajera CRM; if no rules exist for this alert, the Active field is disabled.
5. Click Options to select an existing alert rule or to create a new rule. If a rule was already assigned to this alert, <options selected> displays in this field.
6. To remove the option for this alert, delete <options selected>.
7. Click Save.