Revenue Sales Account Executive Signals

Category
Who gets such signal
Recording saved to Salesforce and linked to records
This Signal notifies you when a meeting recording has been saved to Salesforce and shows you which records it has been linked to

AI assistant

Sales Account Executive

Invoice sent
This Signal notifies you when invoices are sent

AI assistant

Sales Account Executive

Quote sent
This Signal notifies you about outgoing quotes so you can keep tabs on deal progress

AI assistant

Sales Account Executive

Next step has been added
This Signal updates you when a next step has been added for a deal

AI assistant

Popular

Sales Account Executive

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

Bounce rate is too high in your sequence
This Signal alerts you when one of your sequences is performing poorly so you can change or replace it

Popular

Sales Account Executive

Sequences

Reply to your lead
This Signal reminds you to reply to leads if you forget

Sales Account Executive

Sequences

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

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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