Introducing Alerts in sales-i

In this short video, we’ll introduce you to Alerts — a powerful feature in sales-i that helps you stay on top of key customer activity. Alerts let you define rules based on sales, CRM actions, or product behaviour, and instantly show you which customers do — or don’t — meet those criteria. It’s a fast, focused way to identify who needs attention and why. You won’t see anything on screen just yet — this is a high-level introduction. In the next few videos, we’ll walk you through how to build Alerts, run them, and use the results to drive smarter, faster customer engagement.