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Creating alerts for CRM emails

It's easy to miss important notifications in a sea of emails, so here's how to make sure those notifications stand out in your inbox:

Gmail:
  • Go to the Filters section of your Gmail Settings.
  • Click “Create a new filter."
  • Add a filter for emails from alerts@lessannoyingcrm.com, and click “Create filter."
  • Choose how you want to make these emails stand out. Check off “Always mark as important," and any other methods you want to use. Then, click “Create filter."
Outlook:
  • Right click on a message in your inbox and click “Create Rule."
  • Click “More Options” on the following pop up to create more advanced conditions and actions for this rule.
  • On the “Rules” page, under “Add a condition," choose “From” alerts@lessannoyingcrm.com.
  • Under “Add an action,” choose “Mark with importance." Add other actions if necessary, and Save.
  • There are many versions of Outlook, so your rule creation form may look different. Check out this article from Outlook for more instructions on how to create a rule.
Apple Mail:
  • In the Mail app, go to Preferences, then Rules. Click “Add a rule."
  • Set the first part of your rule to trigger if “From” is equal to alerts@lessannoyingcrm.com (or you could imagine saying if “From” contains @lessannoyingcrm.com, if you also want to highlight your emails from customer support and newsletters).
  • Set the actions you would like these emails to trigger (i.e. send a notification, mark it as flagged, or even play a sound on your device).
  • Once you’ve created your rule, hit OK.

Gmail

In Gmail, go to your Settings, then Filters. Click “Create a new filter." Filter for emails from alerts@lessannoyingcrm.com, and click “Create filter."

Then, choose how you want to make these emails stand out. Check off “Always mark as important," and any other methods you want to use. Then, click “Create filter."


Outlook

In Outlook, right click on a message in your inbox and click “Create Rule," then click “More Options” on the following pop up (so that we can create more advanced conditions and actions for this rule). On the following “Rules” pop up, under “Add a condition," choose “From” alerts@lessannoyingcrm.com. Under “Add an action” choose “Mark with importance." You can also add other actions, like immediately adding the email to a specific category or pinning it to the top of your inbox. When you’re done creating your rule, hit “Save."

Creating a rule in Outlook for your LACRM alert emails

There are many versions of Outlook, so your rule creation form may look different. Check out this article from Outlook for more instructions on how to create a rule.


Apple Mail

In the Mail app, go to your Preferences, then Rules. Click “Add a rule."

Filtering your Apple Mail emails for your LACRM notifications

There are a few ways you can construct your rule, but here’s what I would suggest. Set the first part of your rule to trigger if “From” is equal to alerts@lessannoyingcrm.com (or you could imagine saying if “From” contains @lessannoyingcrm.com, if you also want to highlight your emails from customer support and newsletters). Then set the actions you would like a new alerts email to trigger. You can send a notification, mark it as flagged, or even play a sound on your device. Once you’ve created your rule, hit OK.

Filtering your Apple Mail emails for your LACRM notifications


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Keywords:
Email notifications, inbox
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