Missing out on deals because you didn’t see a notification in time? You’re not alone. Salespeople, account managers, even ops folks—everyone’s had at least one “how did we not catch that?” moment. This guide is for anyone using Georep who’s tired of scrambling and wants a system that actually helps, instead of just spamming your inbox.
Below, I’ll walk you through setting up notification workflows in Georep so you spot every real deal opportunity—without getting buried in noise. No vague “best practices,” just the stuff that works (and what to skip).
Why Notification Workflows Matter (and Why Most Suck)
Let’s get real. Most notification systems are either too noisy (you ignore them) or too quiet (you miss stuff). The trick is to strike a balance: get the right alerts, at the right time, on the right channel.
Georep’s notification workflows can actually help you do this—but only if you set them up intentionally. If you just turn everything on, you’ll end up muting the app after a week. If you set nothing, you’ll miss deals. The sweet spot is somewhere in the middle.
Step 1: Audit Your Current Notification Overload
Before you touch Georep’s settings, take stock:
- Where do you usually miss deals? Is it email? Mobile? Slack? Figure out where your attention falls through the cracks.
- What’s actually important? Not every lead is urgent. Be honest about what “deal opportunity” means for you—new lead, big account, upsell?
- What’s just noise? Status changes, comment threads, or every minor update? Most of it, frankly.
Write down the 2–3 types of notifications you actually want to see. If you can’t name them, you’re not ready to automate them.
Pro Tip
If you need to check your last 10 missed deals to spot a pattern, do it now. This will save you hours later.
Step 2: Map Out Your Ideal Workflow
Don’t start clicking buttons in Georep yet. First, sketch your process:
- Trigger: What is the action or event you want to know about? (e.g., “New qualified lead assigned to me” or “Deal stage moves to Proposal”)
- Channel: Where do you want to be notified? (Email, mobile push, SMS, Slack, in-app)
- Timing: Do you want it instantly, as a daily digest, or just a summary at week’s end?
- Recipients: Is it just you, your whole team, or a specific group?
It helps to write these out. For example:
- When a deal over $10k is created, send me a Slack DM immediately.
- When a deal is stuck in the same stage for 7 days, email my manager and me.
- When a VIP account schedules a meeting, push a mobile notification.
If you’re managing a team, get their input. What’s urgent to them might not be for you.
Step 3: Set Up Notification Rules in Georep
Now, finally, open Georep and get to work. (The UI changes sometimes, but the basics are the same.)
3.1. Find the Notification Settings
- Navigate to Settings (usually under your profile or the gear icon).
- Look for “Notifications” or “Workflow Automation.” If it’s hidden, check “Integrations” or “Advanced.”
3.2. Create Your First Rule
Most Georep accounts use a rule-builder or automation wizard. Here’s how to do it right:
- Choose the Trigger
- Example: “Deal Stage Changed,” “New Lead Assigned,” “Deal Value Updated”
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Be as specific as the system allows—filters save you later headaches.
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Set the Filters
- Only want deals over $10k? Or only certain territories? Apply filters.
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Avoid “All” triggers unless you really want a flood of alerts.
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Pick the Channel
- Email is good for records, but easy to miss.
- Mobile push is immediate, but can be annoying.
- Slack/Teams is great if you actually check it.
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Pro tip: Use different channels for different urgency levels.
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Define the Recipients
- Yourself? Team? A manager? Don’t default to “all users.”
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Be careful with team-wide alerts. Nothing burns out a team faster than irrelevant notifications.
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Set the Timing
- “Immediate” for urgent stuff.
- “Daily Digest” for status updates.
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Weekly summaries for pipeline reviews.
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Name Your Rule Clearly
- “$10k+ Opportunities – Slack DM” is better than “Rule 1.”
3.3. Test It—Don’t Trust “Preview”
Set up a test deal or dummy lead and trigger your new rule. Does it show up where you want, as fast as you want? If not, tweak the filters or channels.
Step 4: Integrate With the Tools You Actually Use
Georep can often push notifications to other tools. But just because you can doesn’t mean you should.
- Slack/Teams: Good for teams that live in chat. But set up private channels or DMs for high-priority stuff—don’t dump every update into a group channel.
- Email: Use for summaries or things you want a paper trail for. Turn off real-time alerts unless you’re glued to your inbox.
- Mobile Push: For urgent “act now” situations only. If you get more than 2–3 per day, you’ll start ignoring them.
- SMS: Honestly, only for actual emergencies.
Don’t bother: Integrating with tools nobody uses (like that old project management app) just adds more places to miss things.
Step 5: Review and Prune Regularly
Nothing stays perfect. Every month (or quarter, if you’re busy), review:
- Which notifications are you ignoring?
- Which ones helped you catch a real deal?
- Are there new types of deals you’re missing?
Kill or tweak anything that isn’t saving you time or making you money. Don’t feel bad—it’s normal for rules to become outdated as your business shifts.
Honest Take
Most people set notifications once and never look back. That’s how you end up missing deals (or getting so annoyed you mute everything). A five-minute review every so often keeps the system working for you, not the other way around.
What to Ignore (and Why)
- “All activity” alerts: Unless you’re a micromanager or a robot, you don’t need these.
- Non-actionable notifications: Updates that don’t require a response just clog your brain.
- Team-wide blast notifications: Unless it’s a huge deal, most people don’t care (and will mute you).
- Every integration under the sun: If you don’t open an app daily, don’t route Georep alerts there.
Fewer, higher-quality notifications are always better.
Example: A Simple, Effective Notification Workflow
Let’s say you’re an account manager juggling 40+ deals.
Here’s a workflow that actually works:
- Trigger: Deal stage moves to “Negotiation” for deals over $15k.
- Channel: Slack DM (to you).
- Timing: Immediate.
- Backup: Daily email summary of all deals that changed stage in the last 24 hours.
Why this works: You get real-time heads-up for the big stuff, and a summary in case you miss anything. No endless pings for every minor update.
Keep It Simple—And Iterate
The best notification workflow is the one you actually pay attention to. Start with just a couple of high-value rules, see what you miss (or what annoys you), and adjust. Avoid the urge to automate every little thing—most of it doesn’t matter.
Missed deals happen, but they’re usually caused by either too much noise or not enough signal. With a little upfront work in Georep, you’ll finally be the person who never says, “How did I miss that?” again.
Now, go prune those notifications. Your future self will thank you.