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The Feed is where Prism puts everything that is waiting for someone. Patterns are things Prism has noticed about an account, such as a relationship going quiet or a deal picking up. Alerts come from your monitors.

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Before you start

There is nothing to set up for patterns. Prism reads the activity already in your workspace and looks for new patterns each night. Alerts only appear once you have a monitor. Tenant Owners, Workspace Admins and Workspace Members can dismiss items.

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Work through the Feed

Select Feed. Items waiting for someone are on Needs Action, and items that have been dealt with move to Done. Use Patterns or Alerts to see one kind at a time, or All for everything. Each item shows how serious it is, such as INFO or WARNING, and when it arrived. A pattern also shows the account it is about, a summary, and a percentage for how sure Prism is. An alert shows the monitor that raised it. To see more about the account behind a pattern, open it from Accounts. Next, dismiss what does not need you.

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Dismiss an item

1

Find the item

On Needs Action, find the item you do not want to act on.
2

Dismiss it

Select Dismiss on the item.
3

Say why

Choose the reason that fits best.
4

Add a note if you want

If it helps, add a one-line note.
5

Confirm

Select Dismiss.
The item leaves Needs Action and shows on Done. Next, look up an account.

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Troubleshooting

Nothing is waiting right now. Prism looks for new patterns each night, and alerts appear when one of your monitors fires.
Items on Done have already been dealt with, so they have no Dismiss.