ID266
Notify Sales of Service Call Status by Call Type (or for ALL Install Category Types)
Output Type: Email
To notify Sales of ALL Install/Delivery Call Activity or for specified Call Types. It's great for keeping sales in the loop on call activity, especially created for deliveries and pick ups. You may also create a job for each Sales Rep by assigning the rep to that JOB and then use that JOB on all calls for that Sales Rep OR we will email the Sales Rep mapped to the account if the job is blank.
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID166 | To Notify Sale Rep when a call is opened/closed for a particular customer/equipment | No | |
| ID691 | Open Calls for Customer Type | No | |
| ID320 | Where do you keep sales rep info, CRM or eAuto | Uses ID320 table to determine who Account Sales Rep is | No |
| ID371 | Send List of Open Delivery Calls to Associated Sales Rep using Jobs | No | |
| ID696 | Notify Sales Rep of Installation Details | No |