4 new alerts

It’s late here in Utah, but we don’t stop. We’ve just rolled out four more alerts to help you track engagement with your customers.

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You’ll now be notified when…

  • A client hasn’t engaged with you in the past 14 days.
  • A client hasn’t been emailed in the past 14 days.
  • A client hasn’t been called in the past 21 days.
  • A client hasn’t been met with in the past 30 days.

And if those are too aggressive for your taste, you can easily customize the window for each.

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