This article aims to provide an understanding of notifications received in the Pulse app, and what they represent.


Types of notifications captured in the Pulse app


The Pulse app is intended to give a quick overview of agents' pending action items pertaining to either client calls or visits. This would help the Team Lead identify open opportunities and action items, and follow up with agents to close them.


Broadly, there are three types of notifications available in the Pulse app:



Dismissible notifications


NotificationTiming of the notificationAction required
Site visit / revisit cancelled by agentImmediately after the SV/RV is cancelled by the agentNone
Lead with a scheduled Site visit has been moved to FailedImmediately after the lead with a scheduled SV has been moved to failedNone


Non-dismissible notifications


NotificationTiming of the notificationAction required
Lead claimed but not called
At a frequency of 15 minutes, for leads that were not called for 15 minutes after being claimed.Make a successful call to the lead
Follow up missedOnce per day. A follow-up missed today would show in the notification the next day.
Make a successful call to the lead and mark the follow up as done
SV/RV/F2F missedOnce every hour, for scheduled events that haven't been updated for more than one hour after completion of event.Update scheduled event
Lead in Claimed for more than 3 days3 days after the lead has remained in the Claimed bucketSchedule event or change the bucket of the lead
Lead in Interested for more than 7 days and no events scheduled7 days after the lead has remained in Interested with no SV/RV/F2F scheduledSchedule an event
SV planned but not updated for 2 weeks2 weeks after a scheduled SV has elapsed but wasn't updated
Update the SV as done
F2F planned but meeting not done for 3 days3 days after a scheduled F2F has elapsed but hasn't been updatedUpdate the F2F as done
In Visit Done for more than 2 weeks and no FU/RV scheduled2 weeks after a lead has moved to the Visit Done bucket and has no future FU/RV scheduled
Schedule a F2F or RV
Lead in Meeting Done for more than 1 week and no future event planned
1 week after a lead has moved to Meeting Done and has no future events scheduledSchedule an event


Sticky notifications


NotificationTiming of the notificationAction required
Number of fresh leadsConstant
None, but number of fresh leads would be updated once they've been claimed by the agents