All your important sales activities, like logging meetings and updating your pipeline, should happen in Saleboat, and the more you do that, the better Saleboat can help you stay on top of your leads, customers, and pipeline.
With notifications, the reminders to do things are automatic. You can take action on these notifications, or dismiss them.
They are there to help you get the most out of Saleboat.
You'll find all your notifications by clicking the notification (bell) icon in the top-right corner of your screen on the web and in the field app.
Notifications are identical across devices, so taking action or dismissing a notification does the same everywhere else.
These are the notification types that may be sent to you:
Notification Type | Description |
contact_birthday | Today is the contact's birthday |
customers_neglected | Customer is now neglected |
customers_almost_neglected | Customer is almost neglected (3 days, 7 days, 1 month) |
customers_assigned | Customer assigned to you |
customer_profile_incomplete | Customer profile is missing information |
leads_assigned | A lead has been assigned to you |
lead_call_back | A lead must be called back today |
lead_not_contacted | A lead was added and not contacted (7 days) |
task_assigned | Task assigned to you |
task_deadline | Task is due today |
meetings_today | Number of meetings you have scheduled today |
meeting_missed | Meeting with a customer was missed |
meeting_assigned | Meeting was assigned to you |
deals_assigned | Deal assigned to you |
deal_expected | Deal is expected to be closed (in 7 days) |
deal_expected_today | Deal is expected to be closed today |
deal_closed | Deal has been closed with a customer |
deal_overdue | Deal expected win date has passed |
deal_lost | Deal marked as lost with a customer |
target_deadline_today | Target deadline is today |
target_deadline_7_days | Target deadline is in 7 days |
target_halfway | Target is at least 50% achieved |
target_achieved | Target achieved (100% or more) |
target_missed | Target not achieved |
target_set | A new target has been set for you |