Matrix for Media

Monarch - Below Activity Threshold Alert Overview

This Alert will monitor any Salespeople’s Activities and ensure that your Salespeople are completing a specific number of activity types that you define over some time frame.

To set up the Below Activity Threshold Alert:

1. Navigate to Alerts from the Matrix Menu Bar.

2. Click Alert Settings on the left top.

3. Click (+) Add Alert.

4. Select Below Activity Threshold and click Next.

5. Set up the filters for the Alert and click Next.

6. Type in your Alert name and click Save.


  • If you don't see the Alert that you just set up on the Dashboard, please log out of Matrix and log in again. 
  • On the Alert‘s result page via the Actions button, you can add a new Activity or send an email to your Salespeople.

Keyword Search: Alerts, Below Activity Threshold, Activity

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