This Alert will monitor the Leads and Prospects and notify you to know when number of Leads and Prospects is above your desired number. This Alert will help to ensure that the Salespeople do not have too many leads and prospects on their plate.
To set up the Above Activity 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 the Alert Settings on the right top of your screen.
3. Click (+) Add Alert.
4. Select Leads and Prospects Above Threshold and click Next.
5.If you are manager, Salespeople filter are available to select. You can select the Salespeople names that you wish to monitor by click "All" next to the Salespeople. If you are an AE, you should see your name next to Salespeople by default.
6. Check either Red(Take Action) or Yellow(Watch Closely). The Alert will show under the color column that you select.
7. Enter the number of Leads and Prospects that are allowed.
8. click Next.
6. Type in your 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 Alert‘s result page via the Actions button, you can send an email to your Salespeople to let them know they have done a great job 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.
