Notifications

Modified on Thu, 10 Aug, 2023 at 10:22 AM

This article aims to provide an understanding of notifications received in the Pulse app, and what they represent.

Types of notifications captured in the Pulse app

The Pulse app is intended to give a quick overview of agents' pending action items pertaining to either client calls or visits. This would help the Team Lead identify open opportunities and action items, and follow up with agents to close them.

Broadly, there are three types of notifications available in the Pulse app:

Dismissible notifications

Notification	Timing of the notification	Action required
Site visit / revisit cancelled by agent	Immediately after the SV/RV is cancelled by the agent	None
Lead with a scheduled Site visit has been moved to Failed	Immediately after the lead with a scheduled SV has been moved to failed	None

Non-dismissible notifications

Notification	Timing of the notification	Action required
Lead claimed but not called	At a frequency of 15 minutes, for leads that were not called for 15 minutes after being claimed.	Make a successful call to the lead
Follow up missed	Once per day. A follow-up missed today would show in the notification the next day.	Make a successful call to the lead and mark the follow up as done
SV/RV/F2F missed	Once every hour, for scheduled events that haven't been updated for more than one hour after completion of event.	Update scheduled event
Lead in Claimed for more than 3 days	3 days after the lead has remained in the Claimed bucket	Schedule event or change the bucket of the lead
Lead in Interested for more than 7 days and no events scheduled	7 days after the lead has remained in Interested with no SV/RV/F2F scheduled	Schedule an event
SV planned but not updated for 2 weeks	2 weeks after a scheduled SV has elapsed but wasn't updated	Update the SV as done
F2F planned but meeting not done for 3 days	3 days after a scheduled F2F has elapsed but hasn't been updated	Update the F2F as done
In Visit Done for more than 2 weeks and no FU/RV scheduled	2 weeks after a lead has moved to the Visit Done bucket and has no future FU/RV scheduled	Schedule a F2F or RV
Lead in Meeting Done for more than 1 week and no future event planned	1 week after a lead has moved to Meeting Done and has no future events scheduled	Schedule an event

Sticky notifications

Notification	Timing of the notification	Action required
Number of fresh leads	Constant	None, but number of fresh leads would be updated once they've been claimed by the agents