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ID696 - Notify Sales Rep of Installation Details Overview & Sample:

Notify Sales of Install Service Call Details

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Overview

Overview

This is designed to keep sales reps updated on the status of their equipment order installs. The alert will fire to advise a Rep that a new install has had a specific Equipment assigned. It will fire again when it has been Scheduled. Install calls are defined as being of Type Category 'IR.' A separate task will provide a daily roll up showing a rep all Scheduled installs pending.

Run Schedule: Every 15-Minutes

Type of Output: Email

 

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Sample

Sample

 

ID696Sample.PNG

 

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Variables

Variables

No variables for this alert

 

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Alert Functionality

Alert Functionality

-Alerts ONLY considers service calls set with call type code of Install / Pickup:

ID696CallTypes.PNG

 

-Set alert to send To Sales Rep and/or To Sales Rep Mgr:

ID696ToSales.PNG

 

-Alternatively, if you use the JOB functionality in eAuto to notify recipients:

Jobs are accessed via Tools / Jobs:

Jobs1.PNG

 

Create new Job, link to Customer, add contacts and any transactions linked to Job will show on Transactions tab:

Jobs2.PNG

Link Job to Service Call:

Jobs3.PNG

 

 

 

 

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Best Practices & Tips

Best Practices & Tips

None at this time

 

 

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Related Alerts

Related Alerts

ID348 - Sales Order Status

 

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