A real time alert going to sales reps advising them that one (or more) of their accounts have been placed on or off hold.
ID # | Description | Notes | Required |
---|---|---|---|
ID320 | Where do you keep sales rep info, CRM or eAuto | Yes | |
ID245 | Sales Rep Email and/or Manager Assignment Missing | No | |
ID185 | List Customers On Hold | No | |
ID427 | List All Calls /Orders on credit hold for hours exceeding Variable W flag as escalated exceeding VariableX | No |
Juice Agent - Powered by GPT4 and augmented with everything we know