Overview
Disclaimer
Neglect Threshold Alerts are different than Threshold Alerts for referrals, see this article if you are interested in setting up alerts for referral contacts/sources that have begun to decline in their amount of job referrals - Threshold Alerts for Referrals
Neglect Threshold is a time frame set via per-contact either via the CRM (fka Luxor) Web app or Mobile app. The Neglect Threshold determines how long a contact can/should go without any sales activity before it is considered "neglected". This allows sales/marketing people to manage their contact relationships and lets them know when it is time to reconnect with a customer.
Neglect Threshold can be helpful in managing:
- Minimum engagement
- Rotation call strategies
Once a Neglect Threshold timeframe is chosen, you will receive a notification via the Luxor Mobile app if you have reached that set threshold with no activity on the contact.
Feel free to check out our videos with our CRM (fka Luxor) consultant regarding Neglect Thresholds:
- Neglect Threshold Overview
- Setting up Neglect Thresholds
- Managing Client Engagement with Neglect Thresholds
Add/Edit a Neglect Threshold
Tip: you can mass-assign a Neglect Threshold timeframe to multiple contacts at once by clicking on "Mass Edit" in the left-hand contact navigation menu.
Neglect Threshold is managed at the individual contact level. To add/edit a neglect threshold for a contact:
- Locate the contact within the Contacts module
- Open the contact and scroll down until you see "Neglect Threshold"
- Click on the dropdown and select a timeframe
Questions? Contact Us
This article is meant to serve as a reference only and is not a substitute for training. If you are interested, feel free to check out our weekly Q&A sessions hosted by our CRM experts.