ID64
Preview of lease end information for admin to ensure accuracy
Output Type: Email
Review of Service Lease Records to review for accuracy and make the necessary adjustments in eAutomate. This alert should go at least a day or two before the 2nd alert that goes to your sales team (ID65).
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID65 | Leases still active and expiring within W months (to sales) | Alert to send to reps | No |
| ID320 | Where do you keep sales rep info, CRM or eAuto | Need to subscribe to 320 and advise help@ceojuice.com where you have your salesrep/customer assignments stored (eautomate customer record, Goldmine, etc). | No |
| ID593 | Service Call that's a possible Sales Lead | Use ID64 to ensure your lease information in eAuto is accurate. | No |
| ID799 | Service call for a lease end machine | ID64 will ensure the lease data presented in ID799 is accurate. | No |
| ID824 | Contract Termination Date vs Lease Termination Date | No | |
| ID940 | Lease Contract Stream of Payments portfolio report | No |