1. Under Global Settings > Alerts, you’re able to manage the alerts that new users to your team will receive about the clients they manage or tasks assigned to them. You can specify which alerts you want and the condition that will trigger them.
2. Under My Settings > Alert Preferences, you’ll be able to edit your personal preferences, as well as enable daily and real-time alerts. For Pulse, the daily alert notifies you, your manager, and executives when a client’s pulse hasn’t changed in xx days. The real-time alert notifies those same individuals when a client’s pulse is set to xx or below.
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