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ID895 - Message from Tech to Sales

ID895 Is used to send a message to sales from a Tech. If a tech was onsite repairing a machine and noticed that the competition had a demo in, then this is a quick way for them to let sales know without wondering who the sales person is. Plus if you pay a lead bonus there will be a record. Could also just be that the tech thinks the machine needs replacing or that the customer was asking about features only available on newer models.

It will send to the Rep listed on the Customer record in eAutomate OR the Rep in your CRM (IE Compass Sherpa) based on your default CEO Juice settings.

A custom note type needs to be created in E-automate to trigger this. This is done in lists and codes.

NoteTypeExamplar1.png

 

Create the default note type Advise Rep as below:

NoteTypeExamplar2.png

After this is done. The technician will have to choose this note type and attach the note to the call, not the work order, (if Remote Tech is configured to give them the option). Then a message will be sent to the Sales Rep. 

 message-from-tech---message--html--.png

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