Comms Automation (in Settings) controls whether TED posts an automatic system message into a deal's linked conversation whenever certain things happen on that deal — the same "Deal activity" messages you'll see in Chatting about a deal.
Turning it on
The Deal Event Broadcasting switch at the top enables or disables all of it. With it on, six event types can each be toggled independently:
- Status Changes — the deal's pipeline status changes.
- Automator Milestones — an automator completes on the deal.
- Employee Changes — someone's assigned or removed as an employee.
- Vendor Changes — a vendor is added or removed.
- Financial Events — an expense is added above a threshold you set.
- Checklist Completions — a checklist item is completed.
Each toggle shows a preview of the message it would post.
Thresholds
Two settings limit how much financial noise gets posted: Minimum Expense Amount (in dollars) and Minimum Profit Change (as a percent) — only events at or above what you set are broadcast.
Select Save Changes after adjusting anything; Reset discards unsaved changes back to what was last saved.