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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 of your leads in real - time and displays them in a prioritized order on 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 Alerts section.
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Current status or activity of the lead
Length of time since an activity or call was made on the lead
What campaign is the lead is associated to
When was the last time the lead was reassigned to another user
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To enable and manage the prioritization of alerts, go to inFocus > Alerts Priority.
Prioritized Alerts is are disabled by default. You can enable it by toggling the button to On.
Organizations must first have defined alerts to use Alert Prioritization.
When new alerts are enabled for different activities, they appear at the bottom of the list with ? as the priority number , by default. To automatically assign the next priority, click Auto Fill. This applies to the current position as the order for all new activities.
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In instances where inFlow contains a prioritized section of alerts with a number in the Priority column and an unprioritized section of alerts with a ? in the Priority column, the alerts in the prioritized section appear first, followed by the unprioritized alerts.
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There are three ways to modify the priority of an alert:
Left-click and hold a row (alert) to drag and drop it anywhere within the prioritized section of the list
Right-click or left-click the rightmost column of any row and select an option from the menu that appears
Click Auto Fill to populate the Priority column for all alerts in top-down numerical order
Reordering Alerts
Alerts can be reordered (prioritized) by dragging and dropping them up/down in the list. This determines how alerts will be displayed in inFlow under Prioritized Alerts. You can left-click and hold on a row, then drag and drop it anywhere in the Prioritized section of the list.
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If changes are made but not saved, a warning message appears.
Click Update to save changes. All Alerts Priority will not save until the Update button is clicked. The following message appears following a successful update.
If A warning message appears if changes are saved, but Alerts Priority is turned off, a warning message appears.
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Adding a Note
Admins can add notes and set a due date timer to display on prioritized alerts.
Click on inFocus
Select the Alert to Edit
Click the Edit pencil icon
Enter your note or Due Date Timer in the Alert Details pop-up panel.
Alert Note:
Set the Due Date Timer
Add the number of days, hours, or minutes from the create date for the due date.
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Alert Details:
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