Gives Tech the ability to send a note to Sales Rep with Service Call details, Contact Info, etc.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
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Overview
Overview
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 salesperson is. Plus, if you pay a lead bonu,s there will be a record. It 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.
When a customer has AgentDealer Inbound implemented, additional configuration can be added to process email notifications triggered by the ID895 message from the tech to sales. When AgentDealer Inbound processes this email, it captures the included equipment and service call information, and can then create a deal for the salesperson to follow up on.
Run Schedule: every 15 minutes
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Note Type to be used when tech adds note(s) to Call
Variable X: Branch Numbers to trigger on, separated by a comma, or leave blank for ALL
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Alert Functionality
Alert Functionality
1. Alert shows details of the Service Call and the Note entered by Tech (using Note Type listed in VariableW) with a time stamp.
2. Tech must use the Note Type listed in VariableW in order for the email to send.
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Best Practices & Tips
Best Practices & Tips
1. Creating Note Type in eAuto:
Go to Tools / Lists & Codes / Note Types:
Note type: AdviseRep
Description: Tech to Advise Rep - ID895
To ensure techs can use the Note Type:
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Related Alerts
Related Alerts
ID320 - Where You Keep Sales Rep Assignment
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