The Problem
You’re busy. When a big deal comes in, you might not notice it. Maybe you’re stuck on a small job or chasing leads. High-value deals can slip through the cracks.
Manual sorting takes time. You could spend hours deciding which deals deserve your attention. That’s time you could use to close sales or help customers.
How It Works
Set a dollar amount in your CRM. Deals above that go to your manager automatically.
Example: If you set $5,000, a $7,000 roofing job gets sent to your manager. A $3,000 repair stays with you.
You choose who sees the big deals. Your manager, assistant, or even yourself.
What It Means for You
You save time. No more scrolling through deals to find the big ones. Your manager handles them while you focus on smaller jobs or customer calls.
More deals close. When big opportunities hit your manager, they act fast. That means more revenue for your business.
Getting Started
Log into your CRM and go to deal settings. Set your value threshold (e.g., $10,000). Assign a manager to receive the alerts.
Test it with a few deals. Make sure alerts go to the right person. That’s it—no coding or tech skills needed.