Sales Rep or Sales Management Alerts
Alerts relating to Sales Rep or Sales Management
- ID585 - Service Calls on Hold for Sales, Overview and Sample
- ID429 - List of Territory / Zip Code Assignments, Overview and Sample
- ID58 - HP CDM Weekly qualified sales report , Overview & Sample
- ID43 - No forecast Sale this Week, Overview and Sample
- ID232 - Opportunity Created but account has other open opportunities (SalesLogix only), Overview and Sample
- ID706 - Notify Sales Rep that Contract has Billed, Overview and Sample
- ID869 - Notify Sales Rep that Contract has billed - Non-metered Contracts, Overview and Sample
- ID850 - Show Appointments not Completed - Compass/Sherpa, Overview and Sample
- ID513 - Send Copy of Equipment Sales Invoice to Sales Rep, Overview and Sample
- ID846 - Sales Forecast Due next week -To Rep, Overview and Sample
- ID847: Sales Forecast Due next week Summary to Sales Manager and Owner, Overview and Sample
- ID741 - Track changes for Opportunities in Sherpa - Overview and Samples
- ID653 - Update Key Customer Information in Compass Sherpa, Overview and Sample
- ID845 - Forecast Sale Close Date Expired - Overview and Sample
- ID345 - Inactive Sales Reps Still Assigned to Customers - Overview and Sample
- SalesChain Connection ID258 ID877 ID939
- ID956 - Opportunities reps are not on top of. Overview
- ID452 - HubSpot contacts added Overview & Sample
- ID439 - Manage HubSpot Contacts Overview
- ID437 - Push Promoters to HubSpot Overview
- ID438 - Push Key Services to HubSpot Overview
- ID436 - Push Models to List in HubSpot Overview & Sample
- HubSpot Pricing
- Compass Sherpa Connection ID258 ID939 ID695 ID789 ID877
- HubSpot Lists (ID436, ID437, ID438, ID439, ID452, ID588)
- Compass Sherpa Alerts
- ID145 - Survey sales appointment - overview
- ID789 - Customers not using all your key services Overview & Sample
- Key Service Mapping App (for ID789 - Customers not using all your key services)
- ID295 - Model Category (segment) Mapping App