Alerts Timer

Description

This article describes how to set up the Alerts Timer that enables you to determine when a lead is added to the prioritized alerts list.

Steps

1. Select Workflow from the Admin dropdown menu.
   
   

   Open

   

2. Click Edit where you would like to set the alert from the Workflow list. In this example, we are selecting, ClearPath Insellerate/New Lead/@Received.
   
   

   Open

   

3. Change the Alerts Timer toggle from Off to On.
   
   

4. Complete the Alerts Timer fields and click Update to save the changes.
   
   

    

   • Date Range: Define how far back you wish to display alerts. Alerts from July 1st 2018 – Present are displayed, by default.

     • Since Yesterday: Alerts after yesterday (count from today 's date)

     • Since Last Week: Alerts after last week (count from today’s date)

     • Since Last Month: Alerts after last month (count from today’s date)

     • Since Last 6 Months: Alerts after last six months (count from today’s date)

     • Since Last Year: Alerts after last year (count from today’s date)

     • All Time: Alerts from all past to current date
       
       

   • Days/Hours/Minutes: Complete the fields to determine how long an application can stay in the current activity before the alert is triggered.
     
     

   • Alert Type: Select the Alert Type from the dropdown menu.

     • Defines what kind of alert is triggered

     • Only option is to display the alert in the Alerts section of inFlow
       
       

   • Alert Campaigns: Select which marketing campaigns the alert applies to. By default, alerts are enabled for all campaigns. You can select specific campaigns from the dropdown menu.
     
     

   • Alert Roles: Select which user roles the alert applies to by clicking Select All to add all roles or selecting specific roles from the dropdown menu.