Firehawk Funerals CRM now has notifications being sent when certain actions occur. ie; when an email is received, when a document is signed and returned from a client family, or when a colleague mentions you in a comment.
To tag a staff member in both internal and external communications simply type the @ symbol followed by the staff member name. A list of users will pop up for you to select from. In order for staff members to be available to tag and receive notifications, the user needs a unique email.
By tagging a staff member’s name, that person will receive a notification alerts and can join the conversation or action the request.