Sales Rep or Sales Management Alerts
Alerts relating to Sales Rep or Sales Management
- ID259 - HubSpot Quarterly Business Review Overview & Sample:
- ID978 - HubSpot and eAuto Integration Overview & Sample:
- ID589 -Advise Sales Rep Invoice Paid or Credited Overview & Sample
- Salesforce / Sailor Group Connection - ID258
- ID262 - New Account Created in Saleslogix, Overview and Sample
- 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 & 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 / WhiteCup, Overview & 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
- HubSpot Pricing
- White Cup (Compass Sherpa) Connection ID258 ID939 ID695 ID789 ID877
- List of 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 Mapping App
- ID696 - Notify Sales Rep of Installation Details Overview & Sample