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 left sidebar panel 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.
You can review the Alerts article to learn more about alerts.
This article covers the following information about prioritized alerts:
How Leads Are Prioritized
Leads are prioritized based on a combination of factors that include your company’s workflow, defined alerts, and 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
How to Enable Prioritized Alerts
Navigate to inFocus > Alerts Priority.
Toggle the button to On.
A green toaster appears in the top right corner of the screen confirming that the Alerts Priority has been successfully turned on.
The Prioritized Alerts option is listed in the left sidebar panel of inFlow and the list of prioritized alerts is displayed to the right.
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.
