Marketplace page: https://marketplace.creatio.com/app/salesup-multichannel-notifications-creatio

The Sales'Up Multichannel Notifications for Creatio product is designed to automate the distribution of notifications to various business process participants, both within the system and outside it.

Contents:

1. Capabilities
2. Notes and Restrictions
3. Technical requirements
4. Installation and setup of the product
   • Product installation
   • Create a new notification setting
   • Setup wizard
   • Setting up a page profile
5. Setting up notification types in “Notifications” tab
   • Email type
   • Push-notification type
   • Activity type
   • Messenger type
   • Modal box type
   • Notification type
6. Setting up message templates
   • Setting up a template profile
   • Setting up the template text
7. Setting up start signals in the "Start signal" tab)
   • Date from the object column
   • Manual start
   • Object event
   • Page event
   • Timer
8. Setting up recipients
9. Analytics and logging
   • Viewing the analytics of sending notifications according to the current setting
   • View errors when sending notifications according to the current setting
10. Contact us

Capabilities

The product is widely used in CRM and can be customized for any object in the system. For example, it can be used to:

• Track the debts receivable by account
• Excess of actual expenses over planned ones
• Over– or under-fulfillment of the sales plan by managers
• Automatically create an activity in connection with an event in the system with the fields already filled in