How to set up real time notifications for sales activities in Ubique Live

Ever missed a hot lead because nobody told you a deal closed? Or found out about a lost sale three days too late? If you’re using a sales platform and your team’s flying blind, you’re not alone. Real-time notifications aren’t just a nice-to-have—they’re the difference between catching an opportunity and missing it entirely.

This guide is for anyone using Ubique Live who wants to get real-time sales alerts set up—without going down a rabbit hole of confusing settings or pointless notifications. Whether you’re a sales lead, a manager, or the unlucky soul who got “volunteered” to set this up, you’ll find practical steps and a few no-nonsense tips here.

1. Why Real-Time Notifications Actually Matter

Before you start flipping switches, know what you’re signing up for. Not every notification is useful, and too many can make your team start ignoring them altogether.

The good: - Jump on leads or issues right away—no more “I didn’t see that.” - Keep the team in sync, especially if you’re remote or spread across time zones. - Spot trends (good or bad) as they happen, not at the end of the quarter.

The bad: - Too many pings = notification fatigue. People will just mute them. - If you set up the wrong triggers, you’ll get noise, not insight.

Bottom line: Only set up notifications for stuff you actually care about. Sales closed, deals lost, or a lead hitting a certain stage—fine. But do you need an alert every time someone updates a phone number? Probably not.

2. Get Your Groundwork Done

You’ll need the right permissions to set up notifications in Ubique Live. Here’s what to check:

  • Admin or Manager Access: If you can’t see “Settings” or “Integrations,” you probably need higher access. Don’t waste time clicking around—ask your admin if you’re stuck.
  • Team Agreements: Decide up front what events matter. Closed deals? New leads? Big deals only? This five-minute chat saves hours of rework later.

Pro tip: Start small. Get alerts for one or two key sales activities first. You can always add more.

3. Step-by-Step: Setting Up Sales Activity Notifications

Here’s how to get real-time notifications rolling in Ubique Live. (If the menu names are a little different in your version, blame the UX team—not you.)

Step 1: Log Into Ubique Live

  • Use Chrome or Firefox. Some users report weirdness with older versions of Edge or Safari.

Step 2: Open the Notifications Settings

  • Click your profile picture or initials at the top right.
  • Go to Settings.
  • Find Notifications in the left-hand menu. Sometimes it’s under “Preferences” or “Team Settings”—look around if it’s not obvious.

Step 3: Pick Your Notification Channels

Ubique Live lets you pick where alerts show up:

  • In-app (pop-ups inside Ubique Live)
  • Email
  • Slack (if your team has the integration)
  • SMS (not all accounts have this—sometimes it costs extra)
  • Mobile push (if you’ve got the app)

What actually works:
For sales teams, Slack or in-app are the best bets. Email gets buried, and SMS is annoying for anything but true emergencies.

Step 4: Choose Which Sales Activities Trigger Alerts

This is the part that matters most.

  • Look for a section called Sales Activities, Deals, or Lead Updates.
  • You’ll see a list of events you can toggle on/off. Typical options:
    • New lead created
    • Deal moved to a new stage (e.g., “Negotiation,” “Closed Won,” “Closed Lost”)
    • Deal assigned to you
    • Note or activity added to a deal
    • Custom triggers (like deal size above $X)

What’s worth enabling? - Deal Closed (Won/Lost): Yes. - New Lead Assigned to Me: Yes, if you work leads directly. - Deal Moved to Key Stage: Only for stages that matter (e.g., “Contract Sent,” not “Initial Contact”). - Notes/Comments: Only if your team actually uses notes for urgent stuff—otherwise, skip it.

What to avoid: - Updates for every minor field change. - Notifications for deals you’re not involved in (unless you’re a manager who really needs the big picture).

Step 5: Set Up Notification Rules & Filters

You don’t want every single update. Use filters to cut the noise:

  • Trigger only for deals above a certain value.
  • Only notify when you’re the owner/assignee.
  • Exclude automated or test deals (if your team uses those for training).

Look for an Advanced or Custom Rules section. Not all plans have this—if it’s missing, you’ll have to stick to the basics.

Step 6: Test Your Setup

Before you roll this out, make sure it actually works:

  • Create a test deal or move a real deal through a stage.
  • Watch for the notification. If it doesn’t show up, re-check your settings and channels.

Pro tip: If you set up Slack notifications, make sure the Ubique Live app/bot is installed in the right channel, and that your team members aren’t missing permissions.

4. Fine-Tune and Avoid Notification Overload

Getting pinged all day is worse than getting no alerts at all. Here’s how to keep things sane:

  • Review after a week: Ask your team if they’re getting useful alerts or just spam.
  • Mute or turn off what you don’t use: Don’t be afraid to disable alerts that aren’t helping.
  • Encourage feedback: Real people will tell you if notifications are annoying, but only if you ask.

If your team starts ignoring notifications, they’re probably getting too many—or the wrong kind.

5. Integrations and Extra Tips

Ubique Live plays nice with a few other tools, but don’t go overboard:

  • Slack Integration: Useful for teams who live in Slack. Don’t send every alert to a public channel—use DMs or dedicated sales channels.
  • Zapier: You can connect to other apps, but be careful. One bad Zap and you’ll spam yourself (or worse, your whole company).
  • Mobile App: Push notifications are handy if you’re in the field, but turn off everything except the essentials.

What to skip: - Integrating with email for every update. You’ll just train yourself to ignore them. - Overcomplicating with too many rules. Complexity = bugs and more fixes later.

6. Troubleshooting Common Issues

Things don’t always work out-of-the-box. Here’s what usually trips people up:

Notifications Not Coming Through

  • Double-check your notification channels—sometimes the default is just “in-app.”
  • Make sure your browser or phone allows notifications. Chrome, for instance, blocks pop-ups by default in Incognito.
  • For Slack, confirm the Ubique Live integration is actually installed and authorized.

Getting Too Many Notifications

  • Head back into settings and turn off everything except the absolute essentials.
  • Use filters (by deal size, assignment, or stage) if they’re available.
  • Remind your team to mute or snooze channels when they’re focusing.

Permissions Problems

  • If you can’t change notification settings, you might need admin rights.
  • Some changes (like Slack integrations) require both Ubique Live and Slack admin permissions.

The Nuclear Option: Reset

If it’s hopelessly broken, consider resetting your notification settings and starting from scratch. Sometimes that’s faster than troubleshooting every toggle.

7. Keep It Simple (and Adjust As You Go)

Real-time sales notifications are a tool—not a crutch. Set up only what you need right now. If you’re getting real value (faster responses, fewer dropped balls), great. If not, trim back or tweak your rules.

Don’t chase perfection. Start simple, see what actually helps, and adjust. The best notification system is the one your team actually uses—and doesn’t hate.