This Alert will monitor Deals and notify you when deal enters a sales stage that you care about.
To set up the Deals In Stage Alert:
1. Navigate to Alerts from the Matrix Menu Bar.
2. Click Alert Settings on the left top.
3. Click (+) Add Alert.
4. Select Gains, then Deals in Stage 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 into again.
- On the Alert‘s result page via the Actions button, you can send an email to your Salespeople or add a new Activity.
Keyword Search: Alerts, Deals In Stage, Deal