With this feature, Sales reps remain on top of their to-do list. This is completely controlled by individual Sales reps. They can choose whether they’re notified by email when they’re assigned a task.
This helps to manage their tasks easily with email notifications and gives the flexibility to control.
Steps: In personal settings, enter Activity in the Quick Find box, then select Activity Reminders.
In Email Setting choose “Email me when someone assigns me a task”
You can explore other settings in the Reminder Settings to control your Activity Reminders.
Note: Notification emails aren’t sent for tasks that you assign to yourself; or for tasks that are assigned to another user with the status already set to complete.
Atul Gupta is CloudVandana’s founder, an 8X Salesforce Certified, working with globally situated businesses in creating Custom Salesforce Solutions.
A strong, dynamic, and accomplished leader, as Director at Atul Gupta, guides all the aspects of CloudVandana Salesforce Implementation Team, Analytics, and Information Technology functions.