Classic - Prioritized Alerts
- Rebecca Kornblum
Analytics
Overview
The Alert Prioritization feature automatically orders the next best action you should take based on rules defined by your company. When active, this feature reviews all your leads in real time and displays them in a prioritized order in the Prioritized Alerts section 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.
This article covers the following information about prioritized alerts:
How Leads Are Prioritized
Leads are prioritized based on a combination of your company’s workflow, defined alerts, and prioritization order. Variables from all three are used in real time to display the prioritized order to each user. Variables used to define prioritization 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
How to Enable Prioritized Alerts
Go to inFocus > Alerts Priority.
Toggle the button to On.
Prioritized alerts are disabled by default.
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. Left-click and hold on a row, then drag and drop it anywhere in the Prioritized section of the list.
Note: Upon changing the priority of the alerts, the Priority column populates with a top-down priority number, with one being the highest priority.
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 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.
Alert Details
Notes must be less than 50 characters.
Due dates must be less than 365 days.