Handoff

Slack is not the reply

Slack can carry an alert. It is not the reply, and it is not sent instead of approval.

Slack can carry an alert. It is not the reply, and it is not sent instead of approval.

The alert tells a person that a lead scored 80 or above. The reply is a separate message, sent from your domain.
What Slack holds, and what stays on the lead
RecordWhat it isWhat it is not
AlertRaised in the inbox at a score of 80 or aboveA chat message in place of the reply
ReplySent from your domainA Slack post
SourceKept on the leadLost once the message is forwarded

Related

Questions

Does Slack send the first reply?

No. The reply sends from your domain after approval or an accepted rule.

Does a score of 80 change the Slack handoff?

A score of 80 or above raises an alert. It does not send the reply, and it does not write into Slack by itself.

Can a partial be copied to Slack?

A partial is kept only with consent to save. Copying it onward still requires that consent.

Where should a Slack form be audited?

On the form itself. The handoff does not explain which field people leave.