Rules & Alerts
Nudge agents and increase productivity
How to Customize Rules for Nudging on 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!
Understanding Nudges: Rules & Alerts OverviewAgents Reports to help set expectations, alert agents, and re-assign leads