Notification Rules Admin

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Sarah Chen

Volume 1 / System & Admin

Notification Rules

Admin › Notification Rules

SYSTEM-WIDE RULES

Purchasing

PO over $10,000 → notify Finance Director

Push + Email

New hire added → notify IT & Facilities

Email only

Inventory

Item below reorder point → notify Warehouse Team

Push only

CRM

Deal stuck 14+ days → notify Sales Manager

Disabled

New Notification Rule

HOW RULES WORK

Each rule matches an event in any module and routes an alert to a role, team, or specific person. Individuals can still fine-tune what they personally receive from "Notify Me" on any record.

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