Rules & Alerts
Nudge agents and increase productivity
By Chrissi and 1 other2 authors3 articles
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
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…