Who Can Be Notified?
Notifications will be sent to the Configuration Owner. By default, that is the person who created the configuration, but it can be modified on the Go/No-Go Configuration screen:
Setting Up Notifications
Important: Before beginning this step, you must create and choose a default configuration.
- Select the Go/No-Go Settings tab
Tip: Don't see the Go/No-Go Settings tab? Look in the More dropdown, or go to the App Launcher and search for and select Go/No-Go
- Click Edit on the Assignee Notification tile
- Toggle the switch to the right of Send the Configuration Owner a notification when an opportunity is ready for Go/No-Go submission to enable or disable notifications
- Select the Opportunity stage when the notification should be sent
Go/No-Go Reminders
- Select the Go/No-Go Settings tab
Tip: Don't see the Go/No-Go Settings tab? Look under More, or go to the App Launcher, then search for and select Loopio Go/No-Go
- Click Edit on the Assignee Notification tile
- Choose whether to set a reminder notification if the submission is not completed
- Select when (how far in advance) the reminder is sent
- Click Save