What is one of the alerts that can be set to notify team members?

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One of the alerts that can be set to notify team members is when a customer views an online estimate. This notification is crucial for proactive communication and follow-up with potential customers. It allows team members to understand customer interest and take appropriate actions, such as reaching out to the customer for questions or to encourage them to move forward with the quote. This alert ensures that team members are staying engaged with leads and can enhance the overall customer experience by providing timely assistance.

The other options, while relevant in their own contexts, do not typically fall under the category of alerts that directly notify team members of customer engagement. For instance, feedback submission may not have real-time implications as it can be collected and reviewed periodically, and scheduling vacations is more of an internal management task rather than a customer-related alert. Similarly, sales goals being met is an important milestone, but it doesn't pertain to immediate actions regarding customer interactions that the alert about a customer viewing an estimate would provide.

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