The Won Deal Announcement option is a crucial setting for keeping your team informed about won deals based on subscriptions. When you enable this feature, the entire team is notified when an agent wins a deal.
Use Case: This option improves communications, celebrates successes, and keeps everyone informed about the latest won deals so everyone gets to share in the excitement of another win.
To view the enhancement:
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- Login as an Admin.
- Click on the Pipelines Module and then on Pipeline Settings.
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- Select “Notification Settings” and then “Won Deal Announcement.”
If you would like to announce every deal success with the team, toggle this feature on to share with them.
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Admins can have a daily recap of all the sales-related updates that happened on a daily, weekly or monthly basis.
- Click “Enable” to start receiving updates through email notifications.
- Then, toggle on your preferences to receive email notifications; they might be daily, weekly, or monthly, as per your requirements.
- Set the trigger time at which you want the notifications to be delivered to you or your team.
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- Select all to send the email notifications to all the members of your team.
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- If you don’t want to send it to everyone but want to send it to a specific member, you can toggle off the “select all” button and send emails individually.
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You will then see a pop-up message saying: Success Settings Updated Successfully.
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Admins can also subscribe to any agent or multiple agents to get email notifications for Won deal announcements.
- Select Agents to subscribe notifications to any agent or multiple agents.
Note: The deals obtained are based on subscription, which are done at the agency level. Check that your subscription is set up to send notifications.