Revenue Deal guidance Signals

Category
Who gets such signal
Meeting declined
This Signal alerts you immediately when meeting invites are declined so you can follow up with the prospect

Deal guidance

Meeting not booked
This Signal alerts you when you send a meeting invitation that isn't accepted so you can follow up with the prospect in time

Deal guidance

Send a satisfaction survey
This Signal reminds you to follow up certain calls with a satisfaction survey

Deal guidance

Too much time is being spent
This Signal alerts you to deals where the ratio of time spent to potential revenue is higher than average

Deal guidance

Sales Account Executive

Decision maker has been added
This Signal updates you when a decision maker has been added for a deal

Deal guidance

Sales Account Executive

Amount has been decreased
This Signal keeps you up to date with amount changes for your team's deals

Deal guidance

The close date is less than a week away
This Signal alerts you when a deal’s close date is less than a week away

Deal guidance

Stripe payment unsuccessful
This Signal alerts you to unsuccessful Stripe payments so you can check on payment details with your customer

Deal guidance

Sales Account Executive

Invoice has not been paid for X days
This Signal warns you about invoices which go unpaid for a specified number of days (you or your sales operations team can choose the number of days before this Signal is triggered)

Deal guidance

Deal is closed/won, but no invoice was sent
This Signal warns you about deals that are marked closed/won which haven't been invoiced

Deal guidance

Sales Account Executive

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