Key Triggers for Notifications and Pop-Ups in Twozo CRM

Key Triggers for Notifications and Pop-Ups in Twozo CRM


What Triggers Notifications in Twozo?

Twozo CRM delivers notifications for key moments in your workflow that require your attention:

  1. When a contact, company, deal, or product is assigned to you.
  1. When an activity is assigned to you.
  1. When a recipient opens your email.
  1. When a recipient clicks a link in the mail you have sent.
  1. When a recipient replies to your email.
  1. When you receive an email in your Team Inbox.
  1. When you're added as a collaborator in a sales activity.
  1. When you sync your Google or Outlook contacts with the CRM.
  1. When you sync your Google or Outlook calendars with the CRM.
  1. When you are added to a team.
  1. When your role changes (e.g., from sales user to administrator).
  1. When a new email is received in your Team Inbox.
  1. When the Products module is enabled.
  1. When an activity reminder is triggered.
  1. When an email is received in your inbox.


Reminder Pop-Up Notifications 

The reminder pop-up notifications in Twozo CRM are designed to alert users of key activities and updates. 

Popup Behavior: The reminder pop-ups are triggered only for unread notifications. This ensures that users are not overwhelmed with repeated reminders for actions they have already acknowledged.

Redirection: For easy navigation, the pop-up will include a direct link to the corresponding detail page (Contact, Company, Deal, etc.) and activity types (e.g., activity reminders, contact assignments).

Customization and Flexibility: System-generated content changes automatically based on the selected language. 
User-entered content does not change, ensuring it stays consistent across all languages.



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