RevenueGrid Signals Explained

[The article is work in progress]

 

RevenueGrid Signals are used as a tool for self-organization and to-dos distribution among RG team members, as well as for delivering notifications and reminders generated by the platform.

RG to-dos and reminders do not get automatically registered as Salesforce tasks, remaining in RevenueGrid.

 

Actions on Signals

Delete: a To-do task or Notification can be deleted as irrelevant or obsolete

Mark as done: use this action to register a To-do as completed

Reschedule: use this action to postpone a To-do, so it will be triggered on another date/time

Tip

If purchased, SCC Sidebar shows signals’ context retrieved from Salesforce.

Note

Team managers (Admins) can view and manage Signals assigned to other team members.

 

Signal types:

1. To-Dos - this signal type has a higher importance. It implies that a specific action is required from the team member(s) receiving it.

When a deadline set for a To-do passes, the To-do acquires the Overdue status and marking.

Additionally, there are Escalated To-Dos with corresponding marking; these are higher priority to-do signals which were created or assigned to a user by the team manager (Admin).

To-dos can be created by RG users as well as generated by the platform itself, e.g. on Sequence stage change.

 

2. Notifications - this signal type serves on informing purposes; it does not require extra actions from the team member(s) receiving it.

Notifications can be created by RG users as well as generated by the platform itself, e.g. on Sequence stage change.