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Automated deal alerts to help your team stay on top of their pipeline

Updated over a week ago

Would you like your sales team to be alerted when their opportunities are missing crucial data like next steps or methodology fields? How about notifying them when an opportunity has an upcoming close date, or hasn't had activity in 10 days?

Good news, Scratchpad has your back! You can set up automated deal alerts to notify your team of action items, helping them maintain a healthy pipeline with up-to-date data. Automations also help cut through the noise and clutter of notifications, which are often sent through Slack or email and can disrupt your team's day-to-day workflows.

β†’ When creating an automation for an opportunity, make sure to add a condition for closed is false so you only get notifications for your open opportunities, unless you specifically want to include those already closed won/lost.

β†’ Want to send automations to your team only? Make sure to add the condition opportunity owner is X and add only your team members.

Upcoming Close Date

Missing Next Step

Stale Opportunity (Closing This Month)

Missing Methodology Fields

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