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Rebecca Kornblum

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The Alert Prioritization feature automatically orders the next best action you should take based on rules defined by your company. When active, this feature reviews all your leads in real - time and displays them in a prioritized order in the Prioritized Alerts section of inFlow. These alerts remain on the list until you complete the defined activity. A maximum of 2000 alerts may be displayed in the Prioritized Alerts section.

Easy html macro
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This article covers the following information about prioritized alerts:
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  1.  Click inFocus.
  2. Click Alerts Priority from the drop-down options to open the Alerts Priority window.
  3. Click the Edit edit pencil icon of a selected alert to open the Alert Details popup window for that alert.
  4. Enter information in the Alert Note field.
  5. Set the Due Date Timer.
    Add 
     by adding the number of days, hours, or minutes from the create date for the due date.
    Image Modified
  6. Click Update to save the note and due date.
 Info
Alert Details
  • Notes must be less than 50 characters.
  • Due dates must be less than 365days365 days.