Prioritized Alerts

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 Record List Panel on the right side of inFlow. These alerts remain on the list until you complete the defined activity.

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.

Open

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 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