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ID348
Update Reps on Equipment Orders
Output Type: Email

Tired of Sales Reps chasing you for the status of their pending orders? This alert is designed to advise the sales rep when a Sales Order moves to a new Main or Detailed Status. You can subscbribe to multiple alerts via our cloning function so you can, for example, advise the Sales Rep when a lease is approved, when equipment is ordered, when it is received, when it is scheduled for delivery, etc. 

Related Alerts
ID # Description Notes Required
ID696 Notify Sales Rep of Installation Details ID348 series looks at sales orders and changes to sales order properties, ID696 looks at service calls. See this link for a detailed explanation. http://support.ceojuice.com/entries/22554072-what-is-the-difference-between-id696-id348 No
ID163 Sales Order Status Report Summary Listing of All Open Orders No
ID815 If This Then That (IFTTT) No
ID959 Setup/Delivery Service Call(s) Generated from Sales Order Status No
ID343 Backordered item received on open sales order No
ID245 Sales Rep Email and/or Manager Assignment Missing No
ID221 eAutomate Users not set up correctly No
ID517 Power BI Sales Orders Insights No
ID357 Sales Order Process Status Change StepH No
ID355 Sales Order Process Status Change Order Item Details and PO Links Step G No
ID354 Sales Order Process Status Change StepF No
ID353 Sales Order Process Status Change StepE No
ID352 Sales Order Process Status Change StepD No
ID351 Sales Order Process Status Change StepC No
ID349 Sales Order Process Status Change StepB No

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