Overview
Notifications in SalesExec allow administrators to alert users when specific events occur within the platform. These alerts help teams respond quickly to new leads, status changes, assignment updates, or other important system activity without constantly monitoring the interface.
Notifications can be configured to trigger based on defined conditions and can be delivered to selected users or roles, ensuring the right people are informed at the right time.
Key Functionality
Create automated notifications triggered by lead or system activity.
Define criteria that determines when a notification is sent.
Send notifications to specific users, roles, or teams.
Support real-time awareness of lead movement and workflow changes.
Reduce response time by alerting users immediately when action is needed.
How to Use This Feature
Here are the steps for configuring Appointment Reminder notifications:
Navigate to More > Settings > Notifications.
Click "Add New" (on the right side of the screen).
Add a name for your notification and select "Appointment Reminder" from the Notification Type dropdown, then click Save.
Use the toggles to enable your notification and configure which notification delivery methods you want to include.
Here's a description of each notification method:
Send Email – will send an email to the email address provided in the My Account section to notify you via email.Show Modal – displays a pop-up box while signed in to the ClickPoint application.
Show Notification - displays a notification under the 'Notification Flag' (under your user profile picture).
Click the Accounts button for your notification to select which users should receive the notifications.
Select users either individually or by selecting Branches to include entire teams.
Pro Tip: select the corporate level to include all user accounts
Optionally, you can use the panel to forcefully exclude user accounts from the notification, or allow or deny a user account from overriding the notification settings to their preferences.
If a user account is allowed override of the notification settings they can select their preferences in their My Account settings:
Best PracticesUse descriptive notification names so administrators can quickly identify their purpose.
Keep notification criteria specific to avoid unnecessary or excessive alerts.
Limit recipients to only those who need to act on the notification.
Review notification messages to ensure they provide enough context without being overly verbose.
Periodically audit notifications to remove outdated or redundant rules.
Troubleshooting
If notifications are not being sent, confirm the trigger type and criteria accurately match real lead activity.
Verify that the intended recipients are active users with proper access.
Check that the notification has been saved and is enabled.
If users report too many alerts, refine criteria or reduce the number of recipients.
Review lead activity history to confirm whether the trigger event actually occurred.