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.
ID # | Description | Notes | Required |
---|---|---|---|
ID63 | Technicians Burden Rate is below target rate or Tech missing email | No | |
ID134 | Invoices for Sales Orders Past Due | No | |
ID221 | eAutomate Users not set up correctly | No | |
ID65 | Leases still active and expiring within W months (to sales) | No | |
ID163 | Sales Order Status Report | No | |
ID348 | Update Reps on Equipment Orders | No | |
ID589 | Advise Sales Rep Invoice Paid or Credited | No | |
ID581 | Advise Sales of Customer Hold Status | No | |
ID513 | Send copy of equipment sales invoice to sales rep | No |
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