If you’re in sales, you know that speed matters. The sooner you hear about a hot lead or a deal that’s ready to close, the better your chances. But nobody wants to live in their inbox or stare at dashboards all day. That’s where automated alerts come in—done right, they cut through the noise and put you where the action is.
This guide is for anyone who wants to set up useful alerts in Quantified (not just more notifications to ignore). Whether you’re a sales manager, a rep, or the person everyone asks when they get stuck with software, this’ll walk you through what actually works.
Why Bother With Automated Alerts?
Let’s get real: Most sales tools love to bombard you with notifications. But more isn’t better—relevant is better. Good alerts help you:
- Jump on time-sensitive leads (the ones that actually close)
- Catch slipping deals before they ghost you
- Get a heads up on account activity so you’re not flying blind
The trick is setting up alerts that you’ll actually use, not just more digital background noise.
Step 1: Decide What You Actually Need to Know
Before you touch a single setting, think about what really matters. Don’t just turn on everything and hope for the best. Start here:
- Which triggers actually move the needle?
- New qualified leads?
- Big changes in deal stage?
- Key accounts going dark?
- High-value prospects replying (or not)?
- Who needs to know?
- Just you? The whole team? Only the account owner?
- How fast do you need to react?
- Within minutes? Hours? End of day?
Pro Tip:
Ask your team what they actually check every day. If it’s not something they chase, don’t set up an alert for it.
Step 2: Get Familiar With Quantified’s Alert Options
Quantified isn’t magic, but it does have a decent toolbox for alerts. Here’s what you’ll probably use:
- Event Triggers: Things like “new opportunity created,” “deal moves to negotiation,” or “prospect opens your email.”
- Filters: So you’re not alerted for every tiny thing (e.g., only deals over $50k, or only key accounts).
- Delivery Channels: Email, in-app notifications, Slack, maybe SMS. Pick what you’ll actually see.
- Frequency Controls: Instantly, hourly, daily digest. Be honest—do you want a ping every time, or a roundup?
What’s missing? Some edge-case triggers—like super-custom events—might need workarounds. You can use Zapier or API integrations if you’re feeling ambitious, but for most sales teams, the built-in stuff is enough.
Step 3: Set Up Your First (Actually Useful) Alert
Let’s walk through a basic example: You want to get notified the moment a deal over $25k moves to “Negotiation.”
1. Go to the Alerts or Automations Section
- Log in to Quantified.
- Find the “Alerts,” “Automations,” or sometimes “Notifications” tab. (Yes, naming can be inconsistent—poke around if you don’t spot it right away.)
2. Choose Your Trigger
- Select Deal Stage Changed (or similar).
- Add a filter: Deal Value > $25,000.
- Set the stage: To “Negotiation.”
3. Pick Who Gets the Alert
- Assign to yourself, a team, or the deal owner. Don’t blast it to everyone—nothing gets ignored faster than a “reply all” vibe.
4. Choose How and When You’re Notified
- Email if that’s what you check.
- Slack if your team lives there.
- If you’re a glutton for punishment, turn on push notifications. (But seriously, be selective.)
5. Save and Test
- Create a dummy deal or move a test deal through the pipeline to make sure it works.
- Did you get the alert? Is it clear? If not, tweak it.
Pro Tip:
If you have a sales ops person, recruit them for this part—sometimes field names or workflow quirks get in the way.
Step 4: Set Up Alerts for Key Account Activity
Deals are great, but staying on top of big accounts pays off in the long run. Here’s how to set up alerts that matter:
- Account Health Warnings: Triggers like “no activity in 30 days” or “last contact was negative.”
- Renewal Reminders: Set alerts 90, 60, and 30 days out—don’t rely on your memory.
- Decision-Maker Activity: Alert when a C-level exec from one of your target accounts clicks a link in your campaign.
What works:
- Alerts tied to specific risk signals (e.g., silence from a top account) are gold.
- Renewal reminders are boring but necessary—set them and forget them.
What to ignore:
- Activity alerts for every little thing (e.g., “contact opened email #7”). That’s just spam by another name.
Step 5: Fine-Tune (and Ruthlessly Prune) Your Alerts
Here’s the honest truth: The first batch of alerts you set up probably won’t be perfect. You’ll get too many, too few, or just the wrong kind.
- Review every week for the first month.
- Are you ignoring some alerts? Kill them.
- Are you missing key moments? Add something new.
- Ask your team what’s helpful and what’s junk.
- If people hit “mark all as read,” you’re not helping anyone.
- Don’t be afraid to turn things off.
- More isn’t better. The best alerts are the ones you’d actually miss if they stopped.
Pro Tip:
If you’re getting more than 3-5 alerts per day per person, you’re probably overdoing it.
Step 6: Use Advanced Features (But Only If You Need Them)
Quantified offers some extras for those who want to get fancy:
- Custom Triggers via API: For teams with dev resources, you can set up alerts for almost anything your CRM tracks.
- Workflow Automation: Build multi-step flows (e.g., auto-assign a task when a hot lead comes in and alert the account manager).
- Integrate With Other Tools: Use Zapier or native integrations to tie Quantified alerts into your broader stack.
Honest take:
Unless you have a specific pain point, skip the advanced stuff at first. Most teams get more value from fewer, better alerts.
Step 7: Keep It Simple, Iterate Often
The best alert system is one that disappears into the background—only surfacing when there’s something you actually need to know.
- Start with 1-2 high-impact alerts.
- Check they’re working.
- Add or subtract as you go.
If you’re tempted to overengineer, remember: the goal is to sell more, not to win a setup wizard badge.
Wrapping Up
Automated alerts in Quantified are only as useful as you make them. Skip the temptation to turn on everything. Set up a few targeted alerts, test them, and keep the list short. As your team’s needs change, tweak your setup—but always ask if each alert is actually helping you close more deals, not just adding to your notification pile. Start small, iterate, and let the real-time sales opportunities come to you.