Why this matters
Slack only helps if the right people see the right alerts at the right time.
When configured properly, your team gets immediate visibility into high-potential visitors and can follow up quickly. When configured poorly, alerts get ignored or lack context. Clear setup and shared access turn Slack into a fast, coordinated response system instead of background noise.
How to achieve it
- Connect your Slack workspace and choose a dedicated channel
- Expect notifications only for identified visitors (not all traffic)
- Understand that alerts focus on new visitors to keep noise low
- Invite Sales and Marketing team members to the channel
- Give those same teammates access to the RB2B dashboard
- Use the “More Details” link in Slack to view full visitor context before reaching out
Where to configure it
Slack connection:
Dashboard → Integrations → Slack → Connect Workspace → Select Channel
User access:
Dashboard → Settings → Team / Users → Invite Members
Visitor details:
Click “More Details” inside any Slack notification to open the visitor profile in RB2B
Quick win
Invite your entire Sales team to the Slack channel and grant them dashboard access. Shared visibility immediately improves follow-up speed and coordination.