How to flag an element and what does it imply?

You may flag an account, opportunity or activity whenever it is important to you, whether you are the owner or not, and, if for any reason, you want to recevie notifications from these or when modifications are made on these or their related elements (for example: events in the caledar, offers, opportunities etc....).

If for example, you flag and account, you will receive a notification and an email to inform you whenever a check-in is made, an activity is added (type of comment, call...), a new opportunity is created or when the details of the account or any of its related activites are modified. 

 

 

How to flag an account?

Android Devices                   iOS Devices

Web version

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