Dynamic Rep Alerts

Dynamic Rep Alerts How to Create Customized Notifications in Playbooks Dynamic Rep Alerts send customized notifications to reps when they are working with a record that fits a predetermined rule. Managers and admins create rules in the Playbooks Manager app that trigger the notification when prospect’s CRM record matches that rule. For instance, users may need to read a certain script or disclaimer as part of the call – but only for customers located in certain states.