coldcall
Deals, activities and leads. 8 events, 8 available today and 0 new.
Only visible with the Sales role.
| Event | For | In app | Push | |
|---|---|---|---|---|
New deal | sales | |||
Deal moved to a new stageAlso automatically by pipeline rules | sales | |||
Deal won or lostWith value and reason | sales | |||
Client viewed the quote in the deal | sales | |||
Deal converted to a project | sales | |||
Activity dueCall, email, meeting | sales | |||
Activity overdue | sales | |||
New lead or lead convertedFrom form, import or cold outreach | sales |
Events without a matching role are hidden. Required events are always on for legal or security reasons.