How to Use Synchronization Alert Emails
Ever lose sleep over potential mapping errors? Did all of your survey/form response data make it into CRM? Will customer feedback fall into a black hole?
Worry no more! Clicktools enables you to immediately identify and resolve mapping errors with synchronization alert emails. All you need to do is configure scheduled alerts to your inbox. Every alert email provides a link to the synchronization control panel, so that you can quickly fix the error and correctly integrate responses with your CRM system.
Download this step-by-step guide (PDF) to set up sync alerts for your organization. It walks you through each part of the process and offers some advice on who should receive alerts and how often.
Let us know if you need any additional help!