Alerts

Analytics


With Octiv alerts, salespeople can access intelligent alerts that enable them to be proactive with deals. Sales leaders can use these real-time alerts to provide critical insight into the most important deals and better context to coach, lead and accelerate team performance. Use the powerful conditional formatting rules to set up custom alerts, notify others and set how often you want to receive the information you need. Alerts are delivered as daily, weekly or real-time email digests.

Key Capabilities

  • Easily create alerts
    Create and manage custom notifications about deals or other key information
  • Set email preferences
    Set email notifications frequency; alerts are delivered as daily, weekly or immediate email digests
  • Notify others:
    Subscribe other individuals or groups to alerts

Conditional Alerts


Conditional Alerts

Click the image for a larger view