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AlertsAlerts Overview

Alerts

Overview

Alerts highlight records or activity that need attention. Use this section to understand how alerts support operational follow-up.

Common Tasks

  • Review current alerts.
  • Open the record connected to an alert.
  • Resolve or follow up on alert-driven work.

Key Concepts

  • Alert context explains what needs attention.
  • Related records help users move from notification to action.
  • Status helps teams understand whether follow-up is still required.