How do I create an alert?

1. Select "Get Started" from the left-side menu. Proceed to "Alerts," the seventh step in completing your company's profile. 

2. Select "Add Alert."

3. To complete the resulting form, begin by providing an "Alert Name" and an "Alert Description."

4. Fill in the "Duration" field to establish the maximum number of days over allowed to meet the threshold (the period of time over which a specific number of a certain type of call are allowed to occur). Make sure to allow ample time for calls to be imported into the system. For instance, if it takes 2 days to load a call using RingCentral, then "Duration" must be set to greater than 2 days.

5. Update the "Threshold" field to the minimum number criteria-meeting calls that are allowed to occur over the set number of days before triggering an alert.

6. Use the "Alert Type" drop-down menu to choose whether the alert is Positive or Negative. For example, an alert is positive if it is triggered after 5 completed sales occur within one week from one customer. An alert is negative if it is triggered after 5 customer complaints occur within one week from one customer.

7. Use the "Grouping" drop-down menu to indicate the company group for which you would like to receive the alert. Choose "All Groups" if you would like to receive the alert for all parts of the company structure. 

8. Select "Activity Type Criteria" to indicate the activity type(s) that must be met in order to generate the alert. 

Example: The settings on the form below indicate that you will receive an alert notification via e-mail when 3 or more calls under the Activity Type Parts -> Part Availability -> Not In-Stock are received by the Albuquerque branch within a period of 7 days. This is meaningful because it provides notice that multiple calls have been made regarding a part(s) that has not been available at your store.

How do I view an alert?

How do I change the status of an alert?