Agent Rules and Alerts
Stay on top of your Agent's follow up and get notified when leads are falling through the cracks!
By Chrissi and 1 other2 authors2 articles
Understanding Nudges: Rules & Alerts OverviewAgents Reports to help set expectations, alert agents, and re-assign leads
Adding Automations to Rules & AlertsAutomations in Rules and Alerts ensure no lead falls through the cracks. Auto-Nudging automates follow-ups for breached rules, and Automated Reassignment instantly routes unworked leads to a new agent or…