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Crossbeam for Sales Notifications Settings
Open Crossbeam for Sales by clicking on the Sales icon in Crossbeam. In Crossbeam for Sales, click on the Avatar and select Settings from the dropdown options. Next, click on Alerts to display the Notifications workspace.
To enable Notifications in the browser, click the Bell Icon found next to the user Avatar and follow the prompts to enable notifications.
✍️ Note
New to Co-Selling in Crossbeam for Sales? Click here for more information on Crossbeam for Sales.
Check out this article here for more details on making the most of Crossbeam for Sales Co-Selling Automation, including set-up steps for Shared Slack Channels and more.
Deal Insights Notifications
Crossbeam for Sales provides daily and weekly targeted email notifications, helping you engage partner accounts from open opportunities to close won.
Weekly Focus List
The end-of-week email provides a summary of new accounts, opportunities, recently won accounts, and closed accounts.
New Overlaps, Recently Assigned Overlaps, and New Deals
These emails will list the account and partner(s) along with context prompts to start the conversation in Crossbeam for Sales.
New Requests Emails
Other Notifications
Action Required Reminder
This daily email targets Managers to take action on outstanding items, such as approving conversations in Crossbeam for Sales.
Slack Notifications
This Crossbeam for Sales Slack Notifications alert users of specific interactions or messages that are relevant to target accounts and can provide insights, introductions, or assistance.
Slack Nudge Message
Weekly Report
Mid-Week Update for Sales
New Account Overlaps
Manage Notifications
If you would like to change your notifications, you can do it directly in Crossbeam for Sales. Click on the Avatar and select Settings from the dropdown options. Next, click on Alerts to display the Notifications workspace. Next, toggle on or off any of the notification options.
Unless Slack is configured, Crossbeam for Sales will send all notifications over email.
After configuring Slack, notifications will be sent to Slack by default rather than email.
😎 Pro Tip
Crossbeam recommends setting Slack alerts, as these alerts are more convenient and actionable to handle directly in Slack.
If you prefer email as the default notification channel, you can disable Slack alerts by toggling them off in the Notifications settings (not recommended).
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