influenceFM Alerts & Tasks
Textual content is below the video.
Alerts & Tasks (click to open)
Alerts & Tasks
Alerts should be the 1st thing you check everyday when you initially open influenceFM.
Alerts are located under the little bell icon on the top right of your screen.
(see the red circle in the image below)
Depending if you are a sales rep or management, different notifications will appear depending on what type of notifications you receive.
The bell icon notifies you if you have any Pending Actions, Contracts Awaiting Approval, Contracts Awaiting Traffic or any Copy Expiring Soon.
Copy Expiring Soon: The system will notify you 2 weeks and then 1 week of that copy expiring until new copy is written for that customer.
Tasks: You are able to view all of your tasks that are due today and you can click on details and view the details for all of your tasks that are due today. You are also able to view all of your tasks by clicking on “View All Tasks” at the bottom left of your list.
(the tasks would show on your pop-up menu circled in red below)