Classic - Alerts
- Rebecca Kornblum
Analytics
Alerts are used to notify you to complete the next activity for an application. On the left side of inFlow, the Alerts section displays lead information with the most recent alert on top. Alerts can be prioritized to display in custom orders within inFlow.
When the Alerts priority is on, the Alerts section name changes to Prioritized Alerts. See the Prioritized Alerts article for details.
When the Alerts priority is off (by default), the Alerts section remains the same. The alerts are displayed in ascending order beginning with those that will expire first.
Alerts are triggered automatically when no actions have been performed on an application within the Alerts Timer.
Alerts are removed from the list after you complete the defined activity.
Alerts do not refresh automatically. You must click the Refresh icon to manually refresh alerts.
A maximum of 2000 alerts may be displayed in the Alerts section.
Columns
Filter Type of Each Column | ||
|---|---|---|
Column Name | Column Filter Type | Description |
Lead | Multi+search | First and last name of the lead |
Last Activity | Multi+search | The activity within the lead’s current status |
Next Activity | Multi+search | The next activity of the status the lead will be moved to |
Phone | Multi+search | The mobile phone number of the lead as mentioned in the inFlow lead details |
Status | Multi+search | The status to which the lead belongs in the organization’s workflow |
State | Multi+search | The property state of the lead as mentioned in the inFlow lead details |
Primary | Multi+search | The primary agent assigned to the lead |
Loan Rate | Number | The Loan Rate - First value as mentioned in the inFlow lead details |
Loan Type | Multi+search | The Loan Type - First value as mentioned in the inFlow lead details |
Proposed Loan Type | Multi+search | The Proposed Loan Type - First value as mentioned in the inFlow lead details |
Proposed Loan Purpose | Multi+search | The Proposed Loan Purpose - First value as mentioned in the inFlow lead details |
Current Loan Purpose | Multi+search | The Current Loan Purpose - First value as mentioned in the inFlow lead details |
Loan Amount | Number | The loan amount value as mentioned in the inFlow lead details |
Proposed Loan Amount | Number | The Proposed Loan Amount - First value as mentioned in the inFlow lead details |
Current Loan Amount | Number | The Current Loan Amount - First value as mentioned in the inFlow lead details |
LTV | Number | The loan-to-value as mentioned in the inFlow lead details |
Last Call | Date+time | The last call recorded to or from the lead as mentioned in the inFlow lead details |
Open Lead | Multi+search | The Loan Type - First value as mentioned in the inFlow lead details |
Property City | Multi+search | The property city as mentioned in the inFlow lead details |
Campaign | Multi+search | The name of the campaign the lead belongs to |
Alerts Configuration
Admin → workflow
You can set up 1 to 365 days in the Alerts Timer.
Field | Description |
|---|---|
Date Range |
|
Days/Hours/Minutes | Defines how long an application can stay in the current activity before the alert is triggered |
Alert Type |
|
Alert Campaigns |
|
Alert Roles | Defines which user roles the alert applies to |