New email from an important opportunity

Signal description

A Sales Representative and Manager receive a notification whenever a new email arrives from a contact associated with a high-priority or high-value sales opportunity. This signal allows focus and oversight on crucial communications related to significant deals, improving response times and client satisfaction.

How organizations use it

Let's consider that company "ABC" has defined an 'important deal' as any opportunity with a potential deal value of over $50,000, or any deal with strategic importance for their business (like deals with industry leaders or strategic partners). Once they flag these deals as 'important' in the Opportunity pipeline, the system will then monitor the email threads associated with these opportunities. As soon as a new email is received from a contact related to one of these important deals, the system will trigger the "New Email from Important Deal" signal to be sent to the Sales representative and their manager for oversight.

Why organizations use it

• to have oversight on significant deals, improving response time
• to upkeep deal momentum

Configurable parameters

• Filter opportunities to which this signal applies

How the signal looks

In Revenue Grid Action Center:	In your Teams Revenue Grid Channel:

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