Alerts (Escalation)
Using escalation alerts, users can create notification rules for primary and custom entities. A few requirements may be included in escalation rules, which will result in email or on-screen alerts. Escalation rules are more complicated than notifications and can be used inside and outside a workflow. Escalation rules are typically used to create reports with more than five criteria or a complex SQL trigger clause. A message is displayed on screen or sent through email if one or more conditions are met, the clause is enabled, values are updated, or SQL is performed.
This software is researched and edited by
Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
