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How to Change Position Email Notifications

HubSpot Video

 

STEP 1: Access Positions Menu

Click on the <Positions> menu item on the toolbar

 

STEP 2: Find the Specific Position

(1) If you are using the FILTER menu

a.    Search POSITION name in the “Search by name” search bar
b.    Utilize filter drop-down menu if needed
c.    Click the “eye” icon on the far-right ACTION column

(2) If you are not using the FILTER menu

a.    Scroll to find POSITION name
b.    Click the “eye” icon on the far-right ACTION column

 

STEP 3: Choose Notifications

Select the “Notification” button

 

STEP 4: Choose which Notification Box to add a new user to be notified

*Same steps for all boxes*
Notification Boxes Names: 
Owner - Assessment Expired
Owner - Assessment About to Expire
Owner - Position's Details Changed
Owner - Candidate's Assessment Completed
Owner - Candidate's Assessment Interrupted

 

STEP 5: Select from an existing user or add a new recipient

(1) Select from existing users & Recipients

a.    Scroll through the “Select from Existing Users & Recipients:” box to find the correct         user to be notified
b.    Click on the USERNAME
c.    Click “Save Changes” at the top right corner

(2) Add New Recipient

a.    Type in the recipient’s first name in the “First Name” box
b.    Type in the recipient’s first name in the “Last Name” box
c.    Type in recipients’ email in “Email” box
b.    Click <Add Recipient>
c.    Click Save at the top right corner