BIGalerts (System Alerts & Notifications)

BIGalerts ensures you stay informed without constantly checking your BigContacts account. Whether it's task updates, meeting reminders, email engagement, contact activity, or sales pipeline changes, you’ll receive real-time notifications via email—so nothing slips through the cracks.

This guide covers the five key types of alerts and how they help you manage your workflow efficiently.

1) Task Notifications

Tracking tasks across teams can be difficult, but BIGalerts helps you stay updated on task progress effortlessly.

These alerts help you stay informed without logging in, allowing better task management and collaboration.

2) Meeting Reminders

Beyond standard meeting notifications, Meeting Reminders ensure no one forgets an important meeting.

Customize reminders by:

Who gets notified – Team members, contacts, or both.
When to send alerts – Minutes, hours, or days before the meeting.

If a contact is scheduled for a meeting, they can receive a direct email reminder, making follow-ups seamless.

3) Email Engagement Notifications

Wondering if your emails are being read? BIGalerts tracks engagement so you can measure email effectiveness.

You’ll receive alerts for:

Email opens – Know when a recipient has read your message.
Link clicks – Track what links were clicked inside the email.
Unsubscribes – Get notified if a prospect or customer opts out of future emails.

These insights help you adjust your email strategy, ensuring better communication and follow-ups.

4) Contact Follow Alerts

BIGalerts allows you to "Follow" key contacts, keeping you informed about both activity and inactivity so you can manage relationships effectively.

Contact Activity Alerts

Select specific activities you want to track for a contact (e.g., emails sent, meetings scheduled, notes added).
Choose how you want to be notified—immediately or as a daily summary.

Contact Inactivity Alerts

Get notified if a contact has had no activity for a set period.
Set a custom time threshold for inactivity alerts.
Ensure no important prospect or customer slips through the cracks.

These alerts help maintain consistent communication and prevent missed follow-ups.

When you click on this button, a menu opens up, giving you all sorts of options for how and what you want to be notified of for this contact as it occurs.

5) Sales Pipeline Alerts

For sales teams using BigContacts’ Sales Module, alerts keep everyone informed on deal progress and pipeline changes.

You can enable notifications for:

New opportunities – When a new deal enters the pipeline.
Updated opportunities – When key details or deal stages change.
Closed opportunities – When a deal is either won or lost.

With instant sales alerts, teams can react faster to changes in the pipeline, prioritize deals, and collaborate efficiently.