Next Step Alerts in ShareBuilder CRM are system-generated prompts that help Managers keep financials accurate and accounts clean. These alerts fall into two categories:
Red Alerts – Financial impact; require action to protect reporting and billing accuracy
Yellow Alerts – Maintenance related; tied to user setup, database cleanliness, or sales workflow
Missing Seller Dollars – Revenue exists in traffic but isn’t tied to a Seller
New or Missing Revenue Categories – A new traffic code needs budget mapping
List Discrepancy – Traffic order points to a different Seller than CRM
Unlinked Accounts – A traffic account exists but isn’t yet connected to a CRM record
Missing Product Categories – New traffic data includes an undefined product type
Account Approvals – Seller submitted a new or challenged account that needs review
Account Category Exceptions – Billing patterns changed, and the assigned category is now out of sync
Opportunity Reminders – Seller has stale Opportunities needing updates (for your awareness)
Unknown Contacts - Email senders or recipients that don’t yet exist as a saved contact in your CRM, allowing you to review and either convert them into known contacts or ignore them if they're not relevant.
Next Step Alerts support proactive CRM engagement by surfacing the exact places where CRM, traffic data, and Seller activity need alignment. We believe this matters to:
Protect financial accuracy – Mismatched or missing data can derail reports and forecasts
Preserve CRM visibility – When traffic isn’t correctly mapped to CRM, Sellers lose access to their own account history
Coach with context – Alerts highlight where sellers may be stalling or entering incorrect info
Save time – The system flags what needs review, so you don’t have to dig for issues manually
Without action on these alerts, your team risks stalled deals, reporting gaps, and reduced trust in CRM data.
Missing Seller $'s
Missing (or New) Revenue Categories
List Discrepancies
Approve Account Requests
Unlinked Accounts
Account Category Exceptions
Accounts Missing Product Categories
Opportunity Reminders
Unknown Contacts
