If you’re drowning in partner notifications or missing the ones that actually matter, you’re not alone. This guide is for anyone who’s tried using Reveal to keep up with partnerships—and ended up with either a cluttered inbox or total radio silence. Let's cut through the noise and set up notifications you’ll actually act on.
Why bother customizing notifications in Reveal?
Let’s be blunt: the default notification settings in Reveal are a mixed bag. Out-of-the-box, you’ll get some useful alerts and a bunch you’ll probably ignore. If you want to actually use partner data—spot new opportunities, catch risks, or just avoid missing a key intro—you need to spend a bit of time tuning things.
Who is this for? - Partnership managers who are tired of “FYI” overload. - Sales teams juggling multiple partner programs. - Anyone who needs to spot actionable signals, not just status updates.
If you just want to “set and forget,” honestly, you’ll get what you get. But if you want to make Reveal work for you, here’s how.
Step 1: Know what you actually care about
Before you touch a single setting, get clear on what’s worth being interrupted for. Otherwise, you’ll just end up swapping one kind of noise for another.
Ask yourself: - What common alerts do I immediately delete or ignore? - Which partner signals would actually change my plans or priorities? - What’s genuinely urgent, and what can wait?
Typical actionable partner alerts: - New mutual opportunities: When both you and a partner are working the same account. - Pipeline overlaps or conflicts: When you and a partner are pitching the same customer, or risk stepping on each other’s toes. - Introductions and referrals: When a partner opens the door to a new prospect. - Stalled deals: When a deal goes cold, and a partner might help revive it.
Ignore (or at least downgrade) things like: - “FYI” notifications with no clear action (“XYZ Partner updated their logo.”) - Automated weekly recaps you never read.
Pro tip: Don’t try to be a completionist. If you try to track everything, you’ll end up tracking nothing.
Step 2: Find Reveal’s notification settings
Reveal buries notification controls deeper than you’d expect. Here’s how to get there:
- Log into Reveal.
- Click your profile icon (usually top right).
- Select Settings.
- Find the Notifications or Alerts section. (Names sometimes change—look for anything similar.)
- Here you’ll see a list of notification types and delivery channels.
If you don’t see what you expect, double-check your permissions—some notifications require admin access.
Step 3: Choose your channels (email, in-app, Slack, etc.)
Reveal can ping you in a few ways: - Email: Good for big-ticket alerts, but easy to miss in a busy inbox. - In-app: Fine if you live in Reveal, but most of us don’t. - Slack (or Teams): Best for real-time, team-wide alerts.
Here’s what actually works: - For genuinely urgent, actionable alerts (e.g., a partner flagged a deal at risk), push to Slack or Teams. - For less urgent, but still important stuff (e.g., weekly summaries), use email. - Turn off in-app popups unless you’re glued to Reveal all day.
Don’t overdo it. If every alert is a Slack ping, you’ll start ignoring all of them.
Step 4: Pick which alerts to keep (and which to mute)
Reveal lets you toggle most notification types on or off. The trick is to be ruthless—default to “off,” then add only what you’ll genuinely act on.
Here’s a practical rundown:
Must-have notifications
- New mutual account overlaps: When your team and a partner both have open opportunities with the same customer.
- Partner-sourced intros: When a partner volunteers to make an introduction. (Speed matters here.)
- Deal at risk flagged by partner: If a partner flags a stalled or lost deal, you want to know.
Optional (but useful) notifications
- Partner updates on shared deals: If you have high-value deals, follow along. For everything else, skip it.
- Suggestions for warm intros: Only if your team regularly follows up.
Skip or downgrade
- General activity digests: Weekly or monthly rollups are fine for later, but don’t let them interrupt your flow.
- Partner milestone updates: Unless it’s tied to your own pipeline, ignore.
- “Someone changed a field” alerts: Usually pure noise.
Set each one to your preferred channel (email, Slack, or off). If Reveal forces you to choose “all or nothing” for some types, err on the side of less.
Step 5: Set up rules and filters (if available)
Reveal’s notification rules aren’t as granular as some CRMs, but you can usually filter alerts by: - Specific partners: Only get notified for strategic partners, not everyone. - Deal stage or size: Only get pinged for deals above a certain value, or at key stages (e.g., about to close, or stalled). - Team or territory: Route alerts only to relevant reps or regions.
How to do it: 1. In the Notifications section, look for Filters or Advanced settings. 2. Select only the partners, deal types, or stages you care about. 3. Test by having a teammate trigger a sample alert—make sure it goes to the right place.
Honest take: If Reveal’s filters are too basic for your needs, don’t waste hours trying to hack around it. Instead, set up external filtering (e.g., Slack workflows, email rules) to catch what Reveal can’t.
Step 6: Review (and prune) every month
Customizing notifications isn’t a “set it and forget it” job. Once a month (or at least quarterly), do a quick review: - Which alerts did you actually act on? - Which did you ignore or delete? - Are you missing anything critical? - Did Reveal add any new notification features?
Turn off alerts you’ve ignored for weeks. Add back anything you realize you’re missing. This keeps your notifications useful, not annoying.
Pro tip: If your team keeps missing important alerts, it’s usually not a settings problem—it’s a process problem. Make sure everyone knows what to do when an alert comes in.
What to do when Reveal’s notifications aren’t enough
Let’s be real: Reveal tries to cover a lot of use cases, but sometimes it just can’t do exactly what you want.
What works: - External automation: Use Slack bots, email filters, or Zapier to route and format alerts. - Shared dashboards: For big teams, set up a simple dashboard (Google Sheets, Notion, whatever) and pipe key alerts there. - Manual check-ins: For high-risk deals, don’t rely just on notifications—set a recurring calendar reminder to check progress.
What doesn’t work: - Waiting for the “next big product update” to fix everything. - Nagging everyone to “pay more attention” to their notifications.
Real-world tips from teams who’ve done this
- Start with fewer alerts than you think you need. It’s easier to add later than to claw back attention.
- Get team input. Ask, “What notifications have you actually found useful?” Don’t just guess.
- Don’t be afraid to turn everything off for a week. See what you genuinely miss.
- Document your setup. Even a one-pager helps new team members (and your future self) understand what’s going where.
Keep it simple, keep it useful
You don’t have to be a notification ninja to get value from Reveal. Spend 30 minutes upfront, keep your alerts lean, and review them now and then. Most importantly, only keep the notifications that nudge you to do something—not just read and forget.
Remember: the goal is fewer, better alerts that help you take action. Ignore the rest. Iterate as you go. That’s how you actually make partner notifications work for you, not against you.