Notifies Sales Reps and/or Sales Managers of their Customer Account hold status changes.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts |
Overview
Overview
A real time alert going to sales reps advising them that one (or more) of their accounts have been placed on or off hold.
Run Schedule: Every 15-Minutes
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Hold Code(s) to trigger on, separated by comma, if left blank defaults to CH
Variable Y: Customer Type(s) to trigger on, separated by comma, or leave blank for ALL
Variable X: Enter Branch Number(s) to trigger on, separated by comma, or leave blank for ALL
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Alert Functionality
Alert Functionality
1. Provides real time updates to Sales of Hold Status changes specific to their assigned accounts.
2. Sales Rep and Sales Rep Manager e-Auto Employee Records must have valid email address.
3. Be sure to select send to Sales Rep and/or Sales Manager if you need alert to send to Sales based on their assigned accounts. We use our internal alert ID320 to determine whether you've told us to look at e-Auto or your CRM to determine assigned accounts.
4. If set to send to Sales Rep, then any emails in To/CC/BCC and Sales Rep Manager will be included in email sent to rep. If Send to Sales Rep NOT selected, than Sales Rep Manager and anyone in To/CC/BCC will receive one email with all qualifying accounts listed.
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Best Practices & Tips
Best Practices & Tips
1. Placing or releasing a hold on the Customer Record has no effect on any open transaction(s).
2. Use VariableY to exclude Customer Types
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Related Alerts
Related Alerts
ID245 - Sales Rep Email and/or Manager Assignment Missing
ID320 - Where do you keep Sales Rep Info (CRM or e-Auto)
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