This Alert will monitor Deals and notify you when a Deal enters a sales stage that you care about.
To set up the Deals In Stage Alert, please follow the below steps:
1. Navigate to Alerts from the Navigation Panel on the left-hand side of your screen.
2. Click Alert Settings icon on the top right corner of your Alert Center.
3. Click (+) Add Alert button found on the top right-hand corner of the My Alerts dialog.
4. Select Deals in Stage and click Next. Note that you will not see the Next button until an alert is selected.
5. Configure each of the options and click Next. Note that you will not see the Next button until all required fields are filled out.
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 set up on the Dashboard, please refresh the page or 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 a new Activity. Note that Send Email option is only available for managers.
- 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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