Detailed lease expiration report.
Jump to a specific section by clicking a link
Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert will deliver a monthly PDF Report to your reps detailing leases due to expire in the next 12 months with equipment details and enough additional data (in theory) to give your reps a serious jump-start on the review and design of an upgrade/renewal plan.
**Note: this alert assumes the business practice of lease details linked to Contract Record and that the contract and lease records expire at the same time.
Run Schedule: 1st of the Month
Type of Output: Email
* * *
Sample
Sample
* * *
Variables
Variables
Variable W: Branch Numbers to trigger on, separated by a comma, or leave blank for ALL
* * *
Alert Functionality
Alert Functionality
1. Assigned rep determined by your ID320 alert, which is set to either look at your CRM or your Customer Record (ask help@ceojuice.com what you're company is set with, as you don't have the ability to see this alert in your subscriptions). If no rep present per above, then we will report the rep listed on the Contract Record.
2. Requires Contract Record to contain Lease Details (which links Service Lease Record to Contract Record):
Service Lease Record found here:
Indicates linked to Contract Record:
3. When determining the lease expiration date, the process looks to the expiration date of the Contract Record to which the Service Lease is attached. Process assumes the best practice of the Service Contract expiring alongside the attached Service Lease.
* * *
Best Practices & Tips
Best Practices & Tips
None at this time
* * *
Related Alerts
Related Alerts
ID65 - Leases still active and expiring within W months (to sales)
ID667 - App to update lease records in eAutomate
* * *
0 Comments