Email Digest Workflow
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Once you have completed the , you will be able to receive your desired notifications via email within CRM or in your external email account such as Outlook.
For instance: Here we have done the configuration for receiving unread notifications via email in CRM and external email accounts such as Outlook on a daily basis.
Outlook:
To view the Unread Notifications in Outlook, go to your Outlook account -> Inbox -> Click on Mail.
Now all the unread notifications will appear in the email Body.
CRM:
To view the Unread Notifications in CRM, go to Sales Hub -> Activities.
Go to “All Activities”.
Click on the suitable “Email Activity Record.”
Now all the unread notifications will appear in the email Body.
