This Alert will monitor the Leads and Prospects and notify you to know when number of Leads and Prospects is below the goal number that you have defined. This Alert will help to ensure that the Salespeople have enough Leads and Prospects in process.
To set up the Leads and Prospects Below Threshold 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 Alert Settings icon in the top right corner of your Alert Center. A wizard will walk you through adding alerts to meet your needs.
3. select the (+) Add Alert button found at the top right-hand corner of the My Alerts dialog.
4. Select Leads and Prospects Below Threshold and click Next. Note that you will not see the Next button until an alert is selected.
5. Configure each of the options below and click Next. Note that you will not see the Next button until all required fields are filled out.
- Salespeople *: select the Salespeople whom you wish to monitor their number of Leads and Prospects.
- Red(Take Action) /Yellow(Watch Closely): select the color that you wish the Alert to be triggered as.
- Leads Goal *: enter the goal number for Leads.
- Prospects Goal *: enter the goal number for Prospects.
6. Give your alert a name that is meaningful to you and then click Save. Note that you will not see the Save button until a name is entered.
Notes:
- If you don't see the Alert that you just added on the Alerts Dashboard, please log out of Matrix and log in again. To log out, click your name on the top right corner and select Log Out.
- On the Alert‘s result page via the Actions button, you can send an email to your Salespeople or add an 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.
