CRMAlerts

Red Alerts

The red alerts are highly important updates including:

  1. New Lead Assignment
  2. Assignment of Leads from Another Agent’s CRM
  3. CRM Blocked due to Quality Assurance
  4. Customer Chargeback, Wire Recalls & Refund Requests
  5. Team Lead/ Business Unit Decisions
  6. Incoming & Scheduled Communication
Orange Alerts

The orange alerts are standard priority updates, including:

  1. Monthly Performance Report
  2. Issues Identified by Quality Assurance
Alerts Dropdown