Notify Sales of SOON Upcoming Lease Expiration
Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
To alert the appropriate person(s) of leases expiring within the next W days. Alerts ID64 & ID65 were built to be sales alerts for W Months prior to expiration to hopefully have your salesreps engage with the client at the proper point in the renewal phase. This alert would indicate leases that are now about to expire and are still active and action needs to be taken SOON to help the customer avoid the lease going into automatic renewal.
Run Schedule: Last Day of Month
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Enter Days Until Expiration (required)
Variable X: Note Type used for Notes on Lease (only one entry please, does not allow for multiples)
Note Types found via Tools / Lists & Codes / Note Types
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Alert Functionality
Alert Functionality
-Alert uses eAuto Service Lease Record to determine expiration/termation date and will on report on ACTIVE Lease Records:
-Alert looks to Sales Rep assigned on Customer Record (does not have the ability to consider your CRM)
-Alert will show any Notes entered on Service Lease Record as long as the Note Type matches that which you have listed in VariableX
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Best Practices & Tips
Best Practices & Tips
-Note Types set via Tools / Lists & Codes / Note Types:
-See this link on best practices for lease setup in eAutomate.
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Related Alerts
Related Alerts
ID64 -Preview of lease end information for admin to ensure accuracy
ID65 - Leases still active and expiring within W months (to sales)
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