This Alert will monitor the Salespeople and notify you to know when your Salespeople are completing a specific number of Activity types that you define over some time – frame. For an AE, they would be automatically filtered to their own data.
To set up the Above Activity Threshold Alert:
1. Navigate to Alerts from the Matrix Menu Bar.
2. Click Settings (Gear Icon) on the left top.
3. Click (+) Add Alert.
4. Select Gains and then Above 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.
Note:
-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 send an email to your Salespeople to let them know they have done a great job.
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