Pipeline Movement Alerts
Know the moment a deal moves
By LUCY·Any business that wins work from enquiries
Your team hears about stage changes straight away, so a deal that moves to "proposal" gets the proposal the same day, and a deal that stalls gets noticed.
What you get
- An in-app alert whenever a deal changes stage
- A new-lead alert so nobody is surprised
about 3 hours saved a month
How it works
Exactly what each automation does, in order. You can change all of it after installing.
deal moved
When a deal moves to a new stage
Notify your team: "A deal for [name] has moved to a new stage."
new lead
When a new lead is added
Notify your team: "New lead: [name]."
Before you switch it on
- Pair this with Speed to Lead so a new lead gets both the alert and the reply
Questions
Do I need a LUCY account?
Yes, a free one. If you do not have one yet, create it from your install link. Your purchase is then switched on in the workspace you choose.
Can I change it?
Yes. A pack is a set of ordinary automation rules. Read them, edit the wording, pause or delete any of them.
Can I get a refund?
Yes, any time before you install it.