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SalesVersion 1.0.0Medium

Team Notification

Notifies the sales team about a hot lead with a summary and suggested actions. Use when a lead passes the High threshold.

Pack: Leads & Sales
Download .zipInstall on my agent · Lead Capture Agent

Procedure

  1. 1Verify the lead is High and the channel is connected
  2. 2Compose the message in at most 6 lines: who, what they ask, value, action, deadline
  3. 3Include a direct link to the CRM card
  4. 4Send the notification and confirm delivery
  5. 5Log the notification on the lead card

Rules

  • · No sensitive personal data in the notification message
  • · Never notify the same lead twice without a new event
  • · The message must be self-sufficient: Slack-only readers must understand

Expected output

Notification message sent (6-line preview) + outcome

When not to use it

  • · Lead is not High: do not disturb the team, it reads in the CRM
  • · Slack channel not connected: propose email or defer

Example requests

«Alert the team: Bianchi Srl is a hot lead, 12k quote»