Ensure Sales Rep eAuto Employee Records set up correctly
Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Provides notice of any Sales Rep Employee Records missing email and/or manager assignment. Many of alerts provide option to send to Sales Rep and these fields are required in order for alerts to email to sales.
Run Schedule: Mondays AM
Type of Output: Email
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Sample
Sample
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Variables
Variables
VariableX: Agent Numbers to Exclude from alert, separated by comma, or else leave blank to consider all
VariableW: Branch Numbers to trigger on, separated by comma, or else leave blank for all
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Alert Functionality
Alert Functionality
-Alert will notify of any Sales Rep eAuto Employee Record missing needed information
Sales Rep Employee Record:
1. Must have email address:
2. Must be marked as Sales Rep and have Manager Assigned:
Then Sales Rep Manager Employee Record must have:
1. Email address:
2. Must be marked as Sales Rep and Manager AND have a manger assigned (can be themselves in need be):
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Best Practices & Tips
Best Practices & Tips
None at this time
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Related Alerts
Related Alerts
ID63 - Technician Record Missing Email (and Burden Rate)
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