ID345 - Inactive Sales Reps Still Assigned to Customers Overview & Sample:

List of customer records where the sales rep on the record is inactive.

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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts

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Overview

Overview

When a sales rep leaves your company, it can be difficult to remove all traces of the rep from records in e-automate. This alert provides a list of all customers where the sales rep on the customer record is inactive.

Run Schedule:  Weekly, Monday mornings

Type of Output: Email

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Sample

Sample

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Variables

Variables

This alert does not have any variables.

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Alert Functionality

Alert Functionality

1. The alert will trigger for all customer records in e-automate, both inactive and active.

2. The alert is checking to see if the sales rep assigned on the customer record is still marked as active on their employee record:

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Best Practices & Tips

Best Practices & Tips

None at this time. 

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Related Alerts

Related Alerts

None at this time. 

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