Alerts are used to notify you to complete the next activity for an application. On the left side of inFlow, the Alerts section displays lead information with the most recent alert on top. Alerts can be prioritized to display in custom orders within inFlow.
When the Alerts priority is on, the Alerts section name changes to Prioritized Alerts. See the Prioritized Alerts article for details.
When the Alerts priority is off (by default), the Alerts section remains the same. The alerts are displayed in ascending order beginning with those that will expire first.
Alerts are triggered automatically when no actions have been performed on an application within the Alerts Timer.
Alerts are removed from the list after you complete the defined activity.
Alerts do not refresh automatically. You must click the Refresh icon to manually refresh alerts.
A maximum of 2000 alerts may be displayed in the Alerts section.
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Admin → workflow
You can set up 1 to 365 days in the Alerts Timer.
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Field | Description |
|---|---|
Date Range |
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Days/Hours/Minutes | Defines how long an application can stay in the current activity before the alert is triggered |
Alert Type |
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Alert Campaigns |
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Alert Roles | Defines which user roles the alert applies to |
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