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ID577 CRM/3rd Party Report Requests Overview & Sample

Provides listing of QBR and Contract Invoice requests from your CRM.

Jump to 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 (or daily) list of CRM/3rd Party requests made. Includes who requested, for what period filter, which accounts, the CRM/3rd Party Source. Available to report back to you on our QBR (ID258) and Contract Invoices (ID939).

 

Run Schedule:  Monthly on 1st

Type of Output: Email

 

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Sample

Sample

Summary of ID258/QBRs:

ID577SampleQBR.PNG

 

Sample of ID939/Invoices:

ID577SampleInvoices.PNG

 

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Variables

Variables

ID577Var1.PNG

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.

ID577Var2.PNG

Variable X: Branch Number(s) to trigger on, separated by comma, or blank for ALL.  This is specific to the summary email output function.

 

 

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Alert Functionality

Alert Functionality

1.. Requires at least one selection be listed in VariableW for alert to send email. 

2.. Must be subscribed to corresponding ID258 and/or ID939 for this process to work.

 

 

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Best Practices & Tips

Best Practices & Tips

1. Be sure to list recipients to receive monthly email as well as value in VariableW.

ID577SendTo.PNG

ID577Var2.PNG

 

 

 

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Related Alerts

Related Alerts

ID258 - Quarterly Business Review

ID939 - Request for Last X months Contract Invoices via CRM

 

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