Notify your team when a prospect views a document
Notify your team when a prospect views a document
Your shared pitch decks don't surface who viewed them, so you can't prioritize warm prospects. Get team notifications for each document view so reps follow up the same day.
Overview
When prospects open your decks, reps need to act the same day instead of discovering activity hours later. This workflow surfaces viewer identity and document context directly to your team channel and logs the event so deal owners can prioritize outreach within minutes.