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 is inactive. The alert has no variables. The alert will default to show only the top 250 records; if you need the full list of customer records, email firstname.lastname@example.org and we will trigger the alert for all records for you.
The default schedule is weekly on Monday mornings.