ID65
Leases still active and expiring within W months (to sales)
Output Type: Email
Alerts sales reps (will look first to ID320 subscription for sales rep info and if nothing present will look to the customer record in eAutomate) to leases that are expiring within the # of months you specify as (W) variable. Leases expiring within W months will continue to appear on this report until they are marked InActive! This report will also pull the last note off of the lease from the e-automate notes where the notetype = VariableX above.
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID64 | Preview of lease end information for admin to ensure accuracy | 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 |
| ID519 | Ensuring new leases get entered in eAutomate | ID519 will ensure you are entering lease information in eAutomate for new deals. | No |
| ID787 | Lease Expiration Report | ID787 based on lease linked to Contract Record, ID65 just pulling from Service Lease Records | No |
| ID245 | Sales Rep Email and/or Manager Assignment Missing | No | |
| ID677 | Technician inventory carstock not counted | No | |
| ID667 | Update Service Leases in eAuto | No |