Urban Science Sales Alert Integration
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Glenn PCG
When urban science share information on a customer defection, right now a note is created. Can you pull the sales date into the note and can the note trigger a notifcation for a manager to alert them the lead has been tagged with this note.
Shelby Parker
Hey Glenn PCG, thanks for your feedback! I have a few more questions for you:
- What specific information from Urban Science should be included in the note besides the sales date?
- How should the notification for the manager be delivered (e.g., email, SMS, in-app notification)?
- Is there a specific timeframe within which the manager should be alerted after the note is created?
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Glenn PCG
Shelby Parker you already are pulling data for the note: same oem or comp oem etc. I just wanted sale date added to what you are already receiving
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Glenn PCG
Also Shelby would love it to alert the manager or maybe a manager group notification. in drive. don't need sms because there could be 10-15 texts. instead just notifications in the CRM for them to answer
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Glenn PCG
alerted the day the note is posted.