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Description
The Alert Prioritization feature automatically orders the next best action you should take based on rules defined by your company. When activeBy default, this feature reviews all your leads feature is turned OFF.
When the Alert Prioritization feature is turned ON, all of your leads are reviewed in real time and displays them displayed in a prioritized order in the Prioritized Alerts section left sidebar panel 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
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You can review the Alerts article to learn more about alerts. |
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Leads are prioritized based on a combination of factors that include your company’s workflow, defined alerts, and defined prioritization order. Variables from all three are used in real time to display the prioritized order to each user. Variables used to define prioritization these factors include:
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 associated to
When was the last time the lead was reassigned to another user
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How to Enable Prioritized Alerts
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Prioritized alerts are disabled by default.
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Organizations must first have defined alerts to use Alert Prioritization.
Go Navigate to inFocus > Alerts Priority.
Toggle the button to On.
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A green toaster appears in the top right corner of the screen confirming that the Alerts Priority has been successfully turned on.
The Prioritized Alerts option is listed in the left sidebar panel of inFlow and the list of prioritized alerts is displayed to the right.
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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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Alert Prioritization Configuration
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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.
How to Add 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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Alert Details
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Notes must be less than 50 characters.
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