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Compass Sherpa Alerts

Here is a list of our alerts for Compass Sherpa CRM:

**Please right click on any image to enlarge**

ID258: QBR report, option to add functionality in Compass for reps to trigger

Please see THIS LINK for more info

ID939: Request for Last X months Contract Invoices, to trigger inside Compass

Please see THIS LINK for more info

ID741: Track changes for Opportunities

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ID845: Forecast sale close date expired (to fall off the alert, an opportunity has to be assigned a Status of 'Closed' or 'Lost') 

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ID846: Sales Forecast Due next week -To Rep (shows only forecasts with estimated closedate in the next week, use ID845 to capture all of the past close dates.)

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ID847: Sales Forecast Due next week Summary to Sales Manager and Owner

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ID145: Send survey after sales appointment is completed

Please see THIS LINK for more info

 

ID850: Show appointments of Activity Type W or Excluding Activity Tupe X that are not complete (per your alert subscription)

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ID852: High Profile Accounts not contacted in X days

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ID317: Compare Compass Service Rates to Minimum Acceptable Rate by Model

ID848: (in development) No Decision maker 

ID849: (in development) Sales person marks a deal as won/lost

ID311: (in development): If you store lease info in Compass but not eAuto, this alerts allows us to pull in this lease info for our lease alerts

ID653: Update key customer information into Compass. We use the Compass ERP# to match up to eAuto Customer Number. We can update SalesRep/Primary Rep, CustomerName, Address, City, State, Zip, County, Phone and Fax# OR exclude any of these - just let us know what you would like to sync. (The alert will not consider or change any secondary rep assigned in Compass.)

We will need a SQL Authentication user that has full read/write permissions into the Compass database before installing this alert for you. 

*We will install in test mode first so you can review what changes would be made once running live.*

 

 

 

You can search for these Compass Alerts on our website www.ceojuice.com/alerts and 'Filter by Tags' named "Compass Sherpa":

Please email us at help@ceojuice.com if you have any questions or need assistance with subscribing.

If upgraded to Compass Sherpa 4.0, please email us at help@ceojuice.com as we need to complete an update to these any of these alerts for you

 

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