Next Steps

Red alerts deal directly with financials and yellow alerts are associated with maintenance.

Pending Reminders – Unaddressed system notifications or follow-ups.
Account Approvals – Accounts needing validation before activation.
Missing Seller $’s – Incomplete or missing revenue assigned to AEs.
List Discrepancies – Mismatched account lists, inventory, or sales records.
Unlinked Accounts – Accounts not properly linked to relevant data.
Account Category Exceptions – Incorrect or unexpected account categorization.
Missing Product Categories – Products/services not classified under categories.
Missing (or New) Revenue Categories – Sales data not assigned to revenue categories.

Addressing Next Step alerts in ShareBuilder CRM is crucial because they help maintain sales momentum, accountability, and data accuracy.

Pending Reminders

Approve Account Requests

Missing Seller $'s

List Discrepancies

Unlinked Accounts

Account Category Exceptions

Accounts Missing Product Categories

Missing (or New) Revenue Categories