If you’re tired of missing hot leads or learning about big deals hours after they happen, you’re not alone. Real-time notifications for sales activities can help—but only if they actually work and don’t drown you in noise. This guide is for sales managers, reps, and admins who use Gorattle and want to get notified about the stuff that matters, without losing their minds.
Here’s how to set up notifications in Gorattle the right way, filter out the junk, and make sure your team actually benefits from them.
Why Real-Time Sales Notifications Matter (But Can Also Suck)
Real-time notifications can be a lifesaver when you need to jump on leads or stay on top of customer actions. But let’s be honest: most systems either blow up your inbox or ping you about stuff you couldn’t care less about. The trick is finding the balance—staying informed without burning out.
Gorattle promises flexible, instant notifications for sales activities. Used well, it’ll keep you sharp and responsive. Used badly, you’ll mute it by Thursday. Let’s set it up so it actually helps.
1. Get Your Gorattle Account Ready
Before you touch notifications, make sure you’ve got:
- An active Gorattle account with admin or manager rights (if you’re setting this up for a team).
- Your sales pipeline and activities set up in Gorattle. Notifications are only useful if your data is flowing in.
- A clear idea of what “sales activities” you actually want to hear about. (New leads? Closed deals? Client replies?)
Pro Tip: Don’t try to monitor everything. Start with 1-2 high-impact triggers—like “New Qualified Lead” or “Deal Moved to Negotiation”—then expand once you’re sure it’s working.
2. Understand What “Real-Time” Really Means in Gorattle
Let’s clear something up: “real-time” in Gorattle is usually “within a few seconds” if you’re using in-app or push notifications, and a little slower for emails or integrations like Slack. It’s not magic, but it’s plenty fast for most teams.
Here’s what Gorattle offers:
- In-app notifications: Pop up inside Gorattle instantly.
- Push notifications: Go to your phone or desktop (if you’ve got the app and permissions set).
- Email alerts: Slight delay—expect a minute or two, sometimes longer if their servers are busy.
- Third-party integrations: Slack, Teams, etc. Usually about as fast as in-app, but depends on that service.
If “real-time” means “the second it happens,” stick with in-app or push. If email’s good enough, great, but don’t expect it to beat your phone’s lock screen.
3. Decide What Activities Should Trigger Notifications
Stop before you set up 12 different pings. Ask yourself and your team:
- What activities actually require immediate action?
- Which ones are just “good to know,” and could be covered in a daily summary?
- Who really needs to know, and who’s just going to mute you after a day?
Common triggers that make sense: - New lead assigned to you - Deal moves to a late-stage (e.g., “Negotiation” or “Closed Won”) - High-value opportunities created or updated - Customer replies to a tracked email
Triggers to ignore (at least at first): - Every data field change (“John updated the phone number!”) - Activities not tied to revenue (like social media follows) - Anything you can batch in a report
Pro Tip: If you’re not sure, start with new deals and customer replies. You’ll miss less, and your team won’t tune out.
4. Set Up Notification Channels
You’ve got options in Gorattle. Here’s how to make them work for you:
a) In-App Notifications
- Head to your Gorattle dashboard.
- Click on your profile picture (top right), then “Settings.”
- Find the “Notifications” tab.
- Toggle on the in-app notifications you want (e.g., “New Lead Assigned,” “Deal Stage Changed”).
- Check: Make sure browser permissions allow notifications. If you keep missing pings, this is usually why.
b) Push Notifications (Mobile/Desktop)
- Download the Gorattle mobile app (iOS or Android) or desktop client.
- Log in with your usual credentials.
- In “Settings,” look for “Push Notifications.”
- Enable the triggers you want (same as above).
- On your phone, confirm that notifications are allowed at the OS level (Settings → Notifications → Gorattle).
Heads up: Push notifications are great—until they aren’t. If you’re working deep, consider turning on Do Not Disturb during focus hours.
c) Email Alerts
- Still in “Notifications,” scroll down to “Email.”
- Toggle on the activities for which you want an email.
- Enter the email address(es) to send to—could be just you, or a group (helpful for small teams).
- Test it. Gorattle’s emails sometimes end up in spam, especially at first.
d) Slack, Teams, or Other Integrations
- Go to “Integrations” in Gorattle Settings.
- Choose your tool (Slack, Teams, etc.).
- Authorize Gorattle to post to your workspace or channel.
- Assign which triggers go to which channels (don’t dump everything into #sales-general).
- Save and test—send a dummy deal to see if it fires.
Pro Tip: For team-wide notifications, use specific channels (like #hot-leads) instead of flooding everyone’s DMs.
5. Fine-Tune Your Notification Filters
This is where most people screw up. If you just use Gorattle’s defaults, you’ll get too much noise.
- Use filters to only trigger on certain criteria—like deals above $10,000, or leads from specific sources.
- Set up “quiet hours” if your team spans time zones or works in shifts.
- In “Advanced Settings,” look for options like “Only notify for assigned deals” or “Mute notifications when marked as out-of-office.”
Real World Tip: Most teams start too broad, then everyone disables notifications. It’s better to start with less and add more as people ask for them. No one ever says, “I wish I got more pop-ups.”
6. Test Your Notifications (Don’t Skip This)
Nothing’s worse than trusting your setup and missing a whale of a deal because something broke.
- Create a test lead or deal that matches your trigger criteria.
- Assign it, move it through stages, or update it as needed.
- Make sure every notification channel you set up fires exactly as expected.
- Ask a teammate to try from their account—sometimes permissions or filters work differently.
What to watch for: - No notification? Double-check permissions and spam folders. - Getting too many? Tighten your filters. - Wrong people notified? Check assignment and group settings.
7. Get Your Team On Board (and Avoid Mutiny)
If you’re setting up notifications for a team, don’t just flip the switch and walk away.
- Show them what to expect—maybe do a quick demo.
- Explain why you’re only enabling certain triggers (“We don’t want to drown you in noise, just alert you to real action.”)
- Encourage feedback: Are they getting too many? Too few? Anything not working?
- Adjust as needed. This isn’t set-and-forget.
Pro Tip: If someone finds a notification useless, kill it. You want people to trust the alerts, not ignore them.
8. Maintain and Iterate
Sales processes change, and so should your notifications.
- Review notification settings every quarter—or whenever your pipeline changes.
- Prune alerts that no one cares about.
- Add new triggers only if they solve a real problem.
- Keep an eye on integrations—sometimes Slack or email connections break, especially after password changes or platform updates.
Don’t: - Add triggers just because someone “might” want them. - Assume “more is better.” - Ignore feedback from the team.
Wrapping Up: Keep It Simple, Stay Sane
Setting up real-time notifications in Gorattle isn’t hard, but it’s easy to overdo it. Start with what matters most, get it working, and build from there. If you ever find yourself tuning out the pings, that’s your cue to trim things back. Simple, focused notifications help you close deals and respond fast—without losing your mind. Keep it lean, and let the results speak for themselves.