Agent Rules & Alerts: Customized Outreach Parameters
Currently, any rule that requires outreach allows for call, text and email. The client would like the ability to exclude email as an outreach attempt meaning if an agent sent an email to a lead that they’ve been nudged on, it would not remove the nudge as it would only count call and text. They feel that for the rules that require outreach it should not count emails as communication. The agents can get around doing the appropriate outreach by batch emailing their leads. This type of communication does not help them close deals.
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16 Sep, '24
Brady Gillerlain AdminHighlighted comment
The recent release of Rules and Alerts v2 has removed emails as a valid contact option for most rules, with only a few still allowing emails for now by default. We do plan to make this customizable in the near future.