This Alert will monitor any Salespeople’s Activities and ensure that your Salespeople are completing a specific number of activity types that you define over some time frame.
To set up the Below Activity Threshold Alert:
1. Navigate to Alerts from the Matrix Menu Bar.
2. Click Alert Settings on the left top.
3. Click (+) Add Alert.
4. Select Below 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 add a new Activity or send an email to your Salespeople.
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