Alert rules
Thresholds that drive next-best-action alerts across leads, deals, mandates, and visits.
Lead alerts
days
Days before a new lead is overdue for first contact.
days
Days without activity before a lead is flagged inactive.
days
Days without activity before a lead is considered cold.
Deal & mandate alerts
days
Days in the same stage before a deal is considered stuck.
days
Days before mandate expiry to start alerting.
visits
Visits without an offer before suggesting a price review.
Matching & automation
/100
Minimum score before a match is auto-proposed to the agent.
When an alert is triggered, also create a task.