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Using Smart Trackers - Can I get emailed results?

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Hello!

 

My Organization is using Smart Trackers to help track our Value conversations. We would love the ability for our leadership team to be notified when a call is flagged by the smart tracker, so we can audit calls containing our specific Value Outcomes vs Success Plan creation.

 

Any help would be greatly appreciated!

Best answer by Sam Morris

Absolutely @Molly Kipnis! I created a saved filter that allowed me to get notifications based on my call filters. This article was particularly helpful: https://help.gong.io/hc/en-us/articles/360028625631-Manage-saved-filters 

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4 replies

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  • Sam Morris
  • Author
  • Community Newbie
  • 2 replies
  • April 5, 2023

This is resolved!

Molly Kipnis
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  • Molly Kipnis
    Molly Kipnis
Molly Kipnis
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  • Molly Kipnis
  • Community Manager
  • 597 replies
  • April 6, 2023

@Sam Morris thank you for letting us know!

Mind sharing here what the solution is in case other folks have the same question? 

Much appreciated!

S
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  • Sam Morris
  • Author
  • Community Newbie
  • 2 replies
  • Answer
  • April 6, 2023

Absolutely @Molly Kipnis! I created a saved filter that allowed me to get notifications based on my call filters. This article was particularly helpful: https://help.gong.io/hc/en-us/articles/360028625631-Manage-saved-filters 

Molly Kipnis
1 person likes this
  • Molly Kipnis
    Molly Kipnis
Molly Kipnis
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  • Molly Kipnis
  • Community Manager
  • 597 replies
  • April 6, 2023

NICE!!! @Sam Morris Thanks for shouting out the help article! Keep an eye on your DMs I have something for you (#swag) 😄

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