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Following a Business Item

Autosoft -

If you want to know when a change is made to a customer record, vehicle record, or deal, you can follow the item using the Follow instant icon . Based on the preferences you set on the Notifications page of your user profile, you will be notified on the Notifications tab of the Collaboration Panel when there's activity on that item.

You can watch or follow any page in the system in which you see the Follow instant icon in the upper-left corner of the page with a single step. 

Step 1. While on the page you wish to follow, click the Follow instant icon (). The icon will change from an eye with a line through it to a blue eye icon. This signifies you are following it. 

Based on the parameters you've created in the Notifications page of your user profile, you will be notified when there is activity on the item you're following. 

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