Tasks & Notifications

Overview:

Tasks are created automatically from rising lead cost or broken back-end integration triggers. You can set your lead cost alerts in categories and broken integration is triggered when facebook reports significantly more leads than the CRM received.

Supported Tasks:

• Rising lead cost notifications

• Broken CRM integration alerts

• Daily Budget Miss Matches (Soon)

• Custom Alerts (soon)

Features:

Rising lead costs:

When creating a client category, declare a max lead cost. When a clients lead cost in this category surpasses the "max" the assigned account manager will receive a task to optimize.

Broken CRM integration:

For when a clients leads are no longer being sent to their CRM. This integration break happens often and usually goes unnoticed.

View Task Details:

Click the "eye" icon on a task to view it's details.

Update Task

You can add a description or note and assign team members by clicking the "Edit" icon on the task

Drag and Drop

Drag and drop a task from one stage to the other. If an active tasks lead cost stabilizes or CRM starts picking up more leads the task will automatically close.

Drag to in-progress after optimizing to show an action has been taken but issue not yet resolved or awaiting to see the result of action.