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How Leads
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Are Prioritized
Leads are prioritized based on a combination of your company’s workflow, defined alerts, and prioritization order. Variables from all three are used in real - time to display the prioritized order to each user. Variables used to define prioritization include:
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If changes are made but not saved, a warning message appears.
Click Update to save changes. The following message appears following a successful update.
A warning message appears if changes are saved, but Alerts Priority is turned off.
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How to Add
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Alert Details: Note and Due Date Timer
Admins can add notes and set a due date timer to display on prioritized alerts. This functionality enhances the prioritized alerts and sets due dates for the alerts. This allows loan officers to sort by due dates to prioritize their work.
Click inFocus.
Click Alerts Priority from the drop-down options to open the Alerts Priority window.
Click the edit pencil icon of a selected alert to open the Alert Details popup window for that alert.
Enter information in the Alert Note field.
Set the Due Date Timer by adding the number of days, hours, or minutes from the create date for the due date.
Click Update to save the note and due date.
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