NOTIFICATION & CADENCE · 3+3+5 RULE · OPERATIONAL CRM ONLY
Cadence settings cockpit 11-step cadence · 24h first SLA · 7d overdue threshold · internal only
Configure operational CRM reminders and cadence thresholds. 3 first-day auto-reminders + 3 day-2 auto-reminders + 5 manual follow-ups after the third automated reminder. Reminders are for the rep, not the customer · no marketing automation · no bulk customer messaging · no drip campaigns · no customer-facing campaign · no WhatsApp/SMS blast. Cadence settings here drive screen 070 Cadence Compliance · changes propagate within 24h.
This month · vs lastSCOPE · DEALERSHIP DEFAULTBRANCH OVERRIDES · 2VERSION · v3
1ST CONTACT SLA
24 h
target · 78% compliance vs 90% goal
OVERDUE THRESHOLD
7 d
flags lead · escalation eligible after 14d
STAGE DELAY
14 d
triggers stuck-deal alert · GM review
AUTO REMINDERS
6
3 Day-1 + 3 Day-2 · automated · rep-facing only
MANUAL FOLLOWUPS
5
after auto · day 3 · 5 · 7 · 10 · 14
3 + 3 + 5 reminder cadence3 Day-1 + 3 Day-2 auto · 5 manual follow-ups · all rep-facing
drives screen 070
1
Day 1 · 1stauto · 9am
target 94%
2
Day 1 · 2ndauto · 1pm
target 88%
3
Day 1 · 3rdauto · 5pm
target 82%
4
Day 2 · 1stauto · 9am
target 75%
5
Day 2 · 2ndauto · 1pm
target 70%
6
Day 2 · 3rdauto · 5pm
target 65%
7
Manual 1day 3
target 50%
8
Manual 2day 5
target 40%
9
Manual 3day 7
target 30%
10
Manual 4day 10
target 25%
11
Manual 5day 14
target 20%
How to read: auto-reminders 1-6 are system-triggered for the rep (in-app + internal email). Manual follow-ups 7-11 must be logged by the rep · these measure human discipline. After Manual 5 (day 14), the lead is auto-flagged for Lead Owner review · not auto-closed · re-engagement decision is human.
SLA & threshold policy8 thresholds · editable by Sales Mgr+
First contact SLAtarget 90% · current 78% (screen 070)
24 h
Uncontacted lead alertauto-flag · 42 leads currently uncontacted
Quotation no-responseauto-reminder to rep · Sales Mgr cc at 7d
5 d
Proforma pendingreminder to rep + customer service nudge
3 d
Delivery doc pendingreminder to delivery team
2 d
Manager escalationauto-escalate to Branch Manager + Lead Owner
14 d
Notification channelsinternal only · no customer-facing channels
In-app notification
Email · internal
WhatsApp · BLOCKED
SMS · BLOCKED
Why WhatsApp + SMS are blocked here: these channels are reserved for customer outreach policy in a different surface (Settings & Admin). Cadence reminders are for the rep, never the customer · enabling external channels here would risk turning operational reminders into customer spam.
Escalation ladder4 levels · audit-logged at every step
GM / Sales Manager · final reviewday 14+ · 14d coaching window · then policy decision
Operational CRM only · this is not marketing automation
Everything on this surface governs internal CRM reminder discipline · automated for the rep, not the customer. No customer marketing automation · no bulk customer messaging · no drip campaign · no customer-facing campaign · no WhatsApp/SMS blast · no automated outbound external channel. Outbound customer messaging policy is intentionally separate · cadence changes affect screen 070 Cadence Compliance only.
Data rules6
Operational CRM reminders only · not marketing automation
No bulk customer messaging · no drip campaign · no customer-facing campaign
No WhatsApp/SMS blast · no automated outbound external channel · channels reserved for Settings
Cadence reminders are for the rep, not the customer · automated for rep only
After Manual 5 (day 14) lead is flagged for Lead Owner review · not auto-closed
Cadence changes propagate to screen 070 Cadence Compliance within 24h