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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 the Record List Panel on the 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 Prioritized Alerts section.
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This article covers the following information about prioritized alerts:
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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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How to Enable Prioritized Alerts
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Go to inFocus > Alerts Priority.
Toggle the button to On.
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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. 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 populates 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.
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 a Note
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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