Agent Rules and Alerts
Stay on top of your Agent's follow up and get notified when leads are falling through the cracks!
Understanding Nudges: Rules & Alerts OverviewAgents Reports to help set expectations, alert agents, and re-assign leads
Creating/Adding Automations to RulesWe are excited to announce the release of Automated Nudging! This feature allows you to automate follow-ups for breached rules, ensuring no lead falls through the cracks without you having…