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Re: Sales Insight - notify me when...

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Nora_Slattery3
Level 4

Sales Insight - notify me when...

Hi!

Is there a way to set-up Sales Insight so that I receive an email whenever anyone in SFDC earns 3 stars or 3 flames?

Warm regards,
Nora
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Itay_Billet4
Level 8

Re: Sales Insight - notify me when...

Hi Nora, you can set a smart campaign that sends alerts based on gaining 3 stars (relative score) or 3 flames (urgency):
Trigger: Data Value Change - 
            Attribute - Relative Score
            New value is 3
Flow: Send alert (create an email and add your email address to "to other emails")

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Itay_Billet4
Level 8

Re: Sales Insight - notify me when...

Hi Nora, you can set a smart campaign that sends alerts based on gaining 3 stars (relative score) or 3 flames (urgency):
Trigger: Data Value Change - 
            Attribute - Relative Score
            New value is 3
Flow: Send alert (create an email and add your email address to "to other emails")

Nora_Slattery3
Level 4

Re: Sales Insight - notify me when...

Thank you Itay! this worked (I know I finally got around to testing it months down the track) 🙂

Warm regards,
Nora
Anonymous
Not applicable

Re: Sales Insight - notify me when...

But are you sure the lead not will get en email?