This alerts will notify you when Deals stay in some Sales stages longer than the period of time that you have defined. This help to ensure that Deals are actively moving through the sales pipeline and generating revenue. The Alert result will show the below information.
- Salesperson name.
- Deal name.
- Total of Deal amount.
- Rhe number of days that Deal has stayed on that stage.
- The stage that Deal is currently in.
- Account name.
- the number of days since the Deal was created.
To set up the Lingering Deals 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 Lingering Deals 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.
- In stages *: select the Deal's stage that you wish to be notified.
- Offices *: select the Office name that you wish to monitor.
- Owerd by *: select the Salespeople names that you with to monitor.
- Red(Take Action) /Yellow(Watch Closely): select the color that you wish the Alert to be triggered as.
- In stage longer than *: enter the number of days or weeks that you wish the Alert to notify.
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.and click Save.
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.
