This Alert will monitor any accounts and shows you the list of accounts that do not have future billing within the selected time frame.
To set up the Accounts Without Future Billing Alert, please follow the below steps:
1. Navigate to the Alerts from the Navigation Panel on the left-hand side of your screen.
2. Click the Alert Settings on the right top of your screen.
3. Click (+) Add Alert.
4. Select Accounts Without Future Billing and click Next.
5. Set up the filters for the Alert, select either Red(Take Action) or Yellow(Watch Closely) and then click Next.
6. Enter the Alert name and click Save.
Notes:
- 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 Alter's result page, you can add a deal or activity into each Salesperson/Account. To do this, please click the plus sign (+) in front of the outlet, click Actions and select either Add Deal or Add Activity.
- On the Alert's result page, you can export the alert result into the Excel file by clicking on .CSV button on the right top of the screen.
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