Showing a notification

Use the Notify outcome to surface a message to the rep — a reminder or heads-up — without stopping the quote.

Overview

The Notify outcome shows the rep a message while letting them continue working. It’s the gentle option: a reminder, a heads-up, or a suggestion that doesn’t need to stop the quote.

When to use it

Use Notify when you want to inform, not enforce. If the situation should stop the quote, use Blocking a quote instead; if it needs a sign-off, use Requiring approval.

Steps

Create a Quote Rule and set the conditions that should trigger the message. See Creating a Quote Rule.
Choose the Notify outcome. Select Notify as the rule’s outcome.
Write the message. Keep it short and useful — the rep will see it and keep going.
Set it active and save. When a matching quote appears, the rep sees your message and can continue.

Example

To remind reps about a promotion: set a condition for a qualifying product category and use Notify with a message like “This category qualifies for the spring promo — consider adding the bundle discount.”

Tips

Notifications inform; they don’t enforce. If reps keep ignoring an important one, consider Block or Require Approval instead.