Description
The Alert Prioritization feature automatically orders the next best action you should take based on rules defined by your company. By default, this feature is turned OFF.
When the Alert Prioritization feature is turned ON, all of your leads are reviewed in real time and displayed in a prioritized order in the left sidebar panel Records Detail on the right side of inFlow. These alerts remain on the list until you complete the defined activity.
...
| Info |
|---|
You can review the Alerts article to learn more about alerts. |
This article covers the following information about prioritized alerts:
...
How Leads Are Prioritized
...
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
How to Enable Prioritized Alerts
...
Navigate to inFocus > Alerts Priority.
...
Toggle the button to On.
...
...
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.
...