ID133 - Contracts that have reached their Snooze Date for Review of the Action Plan Overview & Sample:

Will advise you when a contract passes its Snooze Date per your ID768 subscription

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

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Overview

Overview

This alert will advise you when a contract passes its Snooze Date per your ID768 subscription and will provide you with the last Action Plan note (of the Type per your ID768 subscription). 

 

Run Schedule: Monday AM

Type of Output: Email

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Sample

Sample

 

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Variables

Variables

This alert has no variables

 

 

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Alert Functionality

Alert Functionality

-Alert considers Snooze Date and Note Type per your ID768 VariableZ and Variable2:

-Snooze Date Custom Property and Notes set here on Contract Record:

 

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Best Practices & Tips

Best Practices & Tips

 

-see THIS LINK for how to snooze contracts for ID768

 

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Related Alerts

Related Alerts

ID768 - Biggest problem contracts without a plan

 

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