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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 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 Record List Panel on the Prioritized Alerts section right side of inFlow. These alerts remain on the list until you complete the defined activity. A maximum of 2000 alerts may be displayed in the Alerts section.
When you call a record in Prioritized Alerts by selecting the phone number, the record will load and then remove itself from the list so you know what items are still outstanding. The Prioritized Alerts will auto refresh every ten minutes and load in new alerts. If recently called records still qualify for Prioritized Alerts, they will reload into the section.
If the TCPA feature is active, any Prioritized Alert associated to a record where the phone number is outside TCPA hours are not shown.
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You can review the Alerts article to learn more about alerts. |
How Leads Are Prioritized
Leads are prioritized based on a combination of factors that include your company’s workflow, defined alerts, and pre-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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Enable Prioritized Alerts
To enable and manage the prioritization of alerts, go to inFocus > Alerts Priority.
Prioritized Alerts are disabled by default. You can enable it by toggling the button to On.
Organizations must first have defined alerts to use Alert Prioritization.
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.
Alert Prioritization Configuration
In instances where inFlow contains a prioritized section of alerts with a number in the Priority column and an unprioritized section of alerts with a ? in the Priority column, the alerts in the prioritized section appear first, followed by the unprioritized alerts.
Modifying the Priority of an Alert
There are three ways to modify the priority of an alert:
Left-click and hold a row (alert) to drag and drop it anywhere within the prioritized section of the list
Right-click or left-click the rightmost column of any row and select an option from the menu that appears
Click Auto Fill to populate the Priority column for all alerts in top-down numerical order
Reordering Alerts
Alerts can be reordered (prioritized) by dragging and dropping them up/down in the list. This determines how alerts will be displayed in inFlow under Prioritized Alerts. You can left-click and hold on a row, then drag and drop it anywhere in the Prioritized section of the list.
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Note: Upon changing the priority of the alerts, the Priority column will populate with a top-down priority number, with one being the highest priority. |
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If changes are made but not saved, a warning message appears.
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A warning message appears if changes are saved, but Alerts Priority is turned off.
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Adding a Note
Admins can add notes and set a due date timer to display on prioritized alerts. This functionality enhances the prioritized alerts and will set due dates for the alerts. This will allow loan officers to sort by due dates to prioritize their work.
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Click on inFocus
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Select the Alert to Edit
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Click the Edit pencil icon
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Enter your note or Due Date Timer in the Alert Details pop-up panel.
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Alert Note:
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Set the Due Date Timer
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Add the number of days, hours, or minutes from the create date for the due date.
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Alert Details:
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Notes must be less than 50 characters
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