Provides a listing of QBR and Contract Invoice requests from your CRM.
Jump to a specific section by clicking a link
Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Our QBR can be run from your CRM by the sales rep. You may worry if the rep is running too many or too few QBRs. This report provides a monthly, weekly, or daily list of CRM/3rd Party requests made. Includes who requested, for what period filter, which accounts, and the CRM/3rd Party Source. Available to report back to you on our QBR (ID258) and Contract Invoices (ID939).
Run Schedule: Monthly on 1st, Weekly on Friday, or Daily, End of Day
Type of Output: Email
* * *
Sample
Sample
Summary of ID258/QBRs:
Sample of ID939/Invoices:
* * *
Variables
Variables
Variable W: Indicate which type of request you would like to be notified of (ID258/QBR and/or ID939/Invoices)
**If this variable is left blank, then NO emails will be generated.
Variable X: Branch Number(s) to trigger on, separated by a comma, or blank for ALL. This is specific to the summary email output function.
VariableY: Frequency - indicate if you would like to report daily (end of day), weekly (Fridays end of day), or monthly on the 1st
* * *
Alert Functionality
Alert Functionality
1. Requires at least one selection to be listed in Variable W for the alert to send an email.
2. Must be subscribed to the corresponding ID258/QBR and/or ID939/Contract Invoices for this process to work, AND you must have successfully linked your CRM to either of these two functions.
3. Can subscribe to more than one subscription to facilitate sending different Types of Requests to different email recipients. Just select the plus (+) under your first subscription:
* * *
Best Practices & Tips
Best Practices & Tips
1. Be sure to list recipients to receive the monthly email as well as the value in Variable W.
* * *
Related Alerts
Related Alerts
ID258 - Quarterly Business Review
ID939 - Request for Last X months' Contract Invoices via CRM
* * *
0 Comments