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Description
This article describes alerts and prioritized alerts.
What is an Alert?
Alerts are used to notify you when it’s time to complete the next activity for an application. On the The left side sidebar panel of inFlow , the Alerts section displays lead information will display your Alerts 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.
Columns
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Filter Type of Each Column
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Column Name
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Column Filter Type
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Description
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Lead
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Multi+search
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First and last name of the lead
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Last Activity
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Multi+search
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The activity within the lead’s current status
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Next Activity
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Multi+search
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The next activity of the status the lead will be moved to
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Phone
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Multi+search
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The mobile phone number of the lead as mentioned in the inFlow lead details
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Status
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Multi+search
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The status to which the lead belongs in the organization’s workflow
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State
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Multi+search
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The property state of the lead as mentioned in the inFlow lead details
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Primary
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Multi+search
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The primary agent assigned to the lead
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Loan Rate
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Number
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The Loan Rate - First value as mentioned in the inFlow lead details
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Loan Type
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Multi+search
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The Loan Type - First value as mentioned in the inFlow lead details
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Proposed Loan Type
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Multi+search
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The Proposed Loan Type - First value as mentioned in the inFlow lead details
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Proposed Loan Purpose
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Multi+search
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The Proposed Loan Purpose - First value as mentioned in the inFlow lead details
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Current Loan Purpose
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Multi+search
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The Current Loan Purpose - First value as mentioned in the inFlow lead details
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Loan Amount
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Number
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The loan amount value as mentioned in the inFlow lead details
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Proposed Loan Amount
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Number
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The Proposed Loan Amount - First value as mentioned in the inFlow lead details
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Current Loan Amount
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Number
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The Current Loan Amount - First value as mentioned in the inFlow lead details
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LTV
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Number
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The loan-to-value as mentioned in the inFlow lead details
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Last Call
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Date+time
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The last call recorded to or from the lead as mentioned in the inFlow lead details
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Open Lead
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Multi+search
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The Loan Type - First value as mentioned in the inFlow lead details
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Property City
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Multi+search
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The property city as mentioned in the inFlow lead details
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Campaign
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Multi+search
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The name of the campaign the lead belongs to
Alerts Configuration
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Admin → workflow
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Field
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Description
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Date Range
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You can define how far back you wish to display alerts.
Alerts from July 1st 2018 – Present are displayed, by default.
Since Yesterday
Alerts after yesterday (count from today 's date)
Since Last Week
Alerts after last week (count from today’s date)
Since Last Month
Alerts after last month (count from today’s date)
Since Last 6 Months
Alerts after last six months (count from today’s date)
Since Last Year
Alerts after last year (count from today’s date)
All Time
Alerts from all past to current date
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Days/Hours/Minutes
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Defines how long an application can stay in the current activity before the alert is triggered
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Alert Type
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Defines what kind of alert is triggered
Only option is to display the alert in the Alerts section of inFlow
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Alert Campaigns
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Defines which marketing campaigns the alert only applies to
By default, alerts are enabled for all campaigns
Select specific campaigns from the multiselect dropdown menu
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Alert Roles
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Defines which user roles the alert applies to
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What is a Prioritized Alert?
When the Alert Prioritization feature is active, your alerts are prioritized by the next best action you should take based on rules defined by your company. The left sidebar panel of inFlow will display your Prioritized Alerts.
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