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.
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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