By setting a note in Prospect as 'Urgent', it'll automatically appear as either a banner on the CRM record or as a pop-up when the record is opened.
- You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Navigate to the Settings Centre
Once within the Settings Centre, search for 'Urgent Notes' in the search bar.
Step 2: Choose your Display Preference
You can either have your Urgent Notes displaying as a banner or as a pop-up (see examples of both of these display options below). Simply select your preferred display option.
Step 3: Choose Levels of Hierarchy
Once you have selected your display option, you can set the urgent note to display on all records within the hierarchy (Contacts, Opportunities, Problems etc.) or for them to only show at Division level.
Step 4: Choose Expiry Date
Usually an urgent note will have some kind of expiry and will become less important over time. As a result, you can set a default expiry of this urgent note. Your options include; No expiry, 1 Week, 1 Month, 3 Months and 1 Year. Simply choose your preferred default setting.
Step 5: Set Permissions
The final step in configuring your urgent notes is to determine whether all CRM users can set urgent notes or whether only CRM administrators can. Again, simply select your preferred option.
You're now ready to start setting Urgent Notes within your CRM! Take a look at our article right here if you want some help on how to use them.