ID653
Update key customer information in Compass Sherpa / WhiteCup
Output Type: Data Push & Email
Keeping your Compass Sherpa CRM in sync with eAutomate can be a challenge. Suggested Best Practice is that the customer information is always updated in eAutomate and that sales people only keep prospect information updated but have to request if key customer information is to be updated. We suggest that once a prospect becomes a customer that the key information fields like address, phone, website, etc. are set to read only in your CRM. This alert is designed to push that updated information from eAutomate to your CRM each night. We can update CustomerName, Address, Address2, City, State, Zip, County, OfficePhone, OfficeFax OR exclude any of these.
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID320 | Where do you keep sales rep info, CRM or eAuto | No |