Lesson 5.3 - Assigning Alerts

inStream is not a CRM, but you can assign alerts to other people in your firm. This “yelling across the hall” type workflow can help small offices pass work around more efficiently.

To assign an alert to someone else, go to the alerts tab and find the alert you would like to assign. Clicking anywhere in the alert will open it in edit mode. 

Now just select the appropriate person from the Assigned to drop-down menu.


After selecting the person from the Assigned drop-down, click Save

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