Rules & Alerts
Nudge agents and increase productivity
Edit Rules for Nudging for Rules and AlertsNow you can edit rules in Lead Activity, Tags, Nurture Stages, & Database Health—giving you more flexibility and control in lead management.
Agent Rules and Alerts
Stay on top of your Agent's follow up and get notified when leads are falling through the cracks!
Agent Rules and Alerts Nudge OverviewSet expectations, alert agents, and re-assign leads