The Edge Academy

Notification via Chatter

Updated on

When an individual submits a Contact Us Form on your website the person your administrator has nominated to be notified of new enquiry will receive a chatter notification.

Notification via Chatter | Managing Enquiries | Enquiries Course | TOC | Streamline Edge Courses | ScreenSteps

Simply click on the notification bell to go to the chatter post.

Notification via Chatter | Managing Enquiries | Enquiries Course | TOC | Streamline Edge Courses | ScreenSteps

From the chatter post you will be able to go directly to the new enquiry record by clicking on the person's name at the top left of the chatter post eg. Sally Bensen.

Notification via Chatter | Managing Enquiries | Enquiries Course | TOC | Streamline Edge Courses | ScreenSteps

Now you can action their enquiry.

Notification via Chatter | Managing Enquiries | Enquiries Course | TOC | Streamline Edge Courses | ScreenSteps
Previous Article Company Chat
Next Article Actioning aTask