Alerts Configuration
Admin → workflow
You can set up 1 to 365 days in the Alerts Timer.
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Field
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Description
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Date Range
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Description
This article describes how to set up the Alerts Timer that enables you to determine when a lead is added to the prioritized alerts list.
Steps
Select Workflow from the Admin dropdown menu.
Click Edit where you would like to set the alert from the Workflow list. In this example, we are selecting, ClearPath Insellerate/New Lead/@Received.
Change the Alerts Timer toggle from Off to On.
Complete the Alerts Timer fields and click Update to save the changes.
Date Range: Define how far back you wish to display alerts.
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Alerts from July 1st 2018 – Present are displayed, by default.
Since Yesterday
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: Alerts after yesterday (count from today 's date)
Since Last Week
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: Alerts after last week (count from today’s date)
Since Last Month
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: Alerts after last month (count from today’s date)
Since Last 6 Months
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: Alerts after last six months (count from today’s date)
Since Last Year
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: Alerts after last year (count from today’s date)
All Time
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: Alerts from all past to current date
Days/Hours/Minutes
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: Complete the fields to determine how long an application can stay in the current activity before the alert is triggered.
Alert Type: Select the Alert Type from the dropdown menu.
Defines what kind of alert is triggered
Only option is to display the alert in the Alerts section of inFlow
Alert Campaigns
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: Select which marketing campaigns the alert
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applies to
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. By default, alerts are enabled for all campaigns
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. You can select specific campaigns from the
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dropdown menu.
Alert Roles
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: Selectwhich user roles the alert applies to
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2. Workflow- General Alert Customization
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The process of setting an alert remains the same with the following additions-
2.a. Alerts by Campaign
Alerts can now be enabled for specified campaigns.
By default, alerts are enabled for all campaigns. To select specific campaigns, please select them from the multiselect drop down menu.
To modify alerts campaign setting, please contact support@insellerate.com.
2.b. Alerts by Date Range
Alerts can now be displayed by a specified date range.
By default, alerts from July 1st 2018 – Present will be displayed in inFlow.
To modify the alerts date range setting, please contact support@insellerate.com.
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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by clicking Select All to add all roles or selecting specific roles from the dropdown menu.
