ID696
Notify Sales Rep of Installation Details
Output Type: Email
This is designed to keep sales reps updated on the status of their equipment order installs. The alert will fire to advise a Rep that a new install has had a specific Equipment assigned. It will fire again when it has been Scheduled. Install calls are defined as being of Type Category 'IR.' A separate task will provide a daily roll up showing a rep all Scheduled installs pending. Since you cannot link a rep to a Call directly, this alert uses the Job functionality to link a rep to a call via a Job and a Contact record. This alert look at service CALLS versus our series of alerts that look at sales orders (ID348).
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID348 | Update Reps on Equipment Orders | ID348 series looks at sales orders and changes to sales order properties, ID696 looks at service calls. See this link for detailed explanation. http://support.ceojuice.com/entries/22554072-what-is-the-difference-between-id696-id348 | No |
| ID266 | Notify Sales of Service Call Status by Call Type (or for ALL Install Category Types) | No |