What
Next Step Alerts are prompts inside ShareBuilder CRM that help you stay on top of your accounts and Opportunities. They are automatically generated when something in your data needs attention — like a stalled deal, an outdated account status, or a category that needs to be updated.
On your Seller Dashboard, under the General Info tab, in a section labeled “Next Steps”, you’ll see these alerts:
Opportunity Reminders – Your Opportunity is stale (4+ days without an update or past its close week)- Account Category Exceptions – The account is billing (or no longer billing), but the assigned category hasn’t been updated (like "Key" or "Target")
- Account Request Status – You’ve submitted a new account or challenged one, and it's awaiting manager review
- 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.
Why
Next Step Alerts help you stay proactive and in control - no surprises, no confusion. Here’s why they matter to your workflow:
Stay timely – Catch and update stale Opportunities before they affect your pacing
Protect your forecast – Clean, updated data means your pending dollars are accurate
Keep your book clean – Know which accounts or categories need review or manager approval
Collaborate better – Alerts ensure your manager has what they need to support or approve your updates
They’re like a daily checklist built right into your Seller Dashboard.
How
Account Category Exceptions
Opportunity Reminders
Unknown Contacts