Would you like your team to be alerted when contacts have not had activity in over a week? How about weekly notification alerting your team when a certain criteria is met? Even better alert everyone when a deal is closed?!
Good News, Scratchpad has your back! Our Automations/deal alert system that we have built for salespeople, helps cut through the noise and clutter of notifications, which is often sent through Slack or email, disrupting their day-to-day workflows.
Check out some Automation examples below:
🚨 When creating an automation for an opportunity, make sure to add "closed is false" so you only get notifications for your open opportunities, unless you specifically want to include those already closed won/lost!
🎯 Would you like to send automations to your team only? Make sure to add "opportunity owner is X" and add only your team members
Upcoming Close Date
Missing Next Step
New Commit
Closed Won
Stale Opportunity
Closed Lost
🚨 Automations are available on paid licenses only
Book a Complimentary 1:1 with a member of our User Delight team today!
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Questions? Chat with us in the corner through WISH or email us at [email protected]
Ready to make your sales team happy? Talk to sales or learn how to purchase Scratchpad here.