Following a record

You can follow records by selecting the Star icon on the Record.
List View
On the record itself
You can then choose to get updated for a record under 'Settings' ⇨ 'Notifications'
Email Notifications In App Notifications
1. Note Logged
2. Opportunity Stage changed
3. Task Reminder
4. Task Due
5. Project Status changed
6. Task Status changed
7. Opportunity Status changed
1. Opportunity Assignee changed
2. Opportunity Pipeline changed
3. Opportunity Stage changed
4. Opportunity Value changed
5. Opportunity Close Date changed
6. Opportunity Priority changed
7. Opportunity Status changed
8. Lead Assignee changed
9. Lead Status changed
10. Lead Value changed
11. Project Assignee changed
12. Project Status changed
13. People Assignee changed
14. People Contact Type changed
15. Company Assignee changed
16. Company Contact Type changed
17. Task Assignee changed
18. Task Status changed
19. Task Due Date changed
20. Note logged
21. Phone/Meeting/Custom Activity logged
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  • Avatar
    Mike O'Neil

    Why follow?

  • Avatar
    Aaron Buckley

    I'm the only one using PW, what's the benefit for me to follow somebody?

    Thank you,

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