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ID706
Notify Sales Rep that Contract has billed
Output Type: Email

NOTE: This alert will trigger only on metered contracts, for un-metered contracts consider ID869. Some sales reps want to ensure their customer's contract billing is accurate before being sent to the customer. This alert sends the Sales Rep (assigned to customer record) a short notification that one of their contracts has billed. It provides some basic details on covered copies and overage billed (if any) in dollars and clicks. This is designed for clients whose sales reps want to see billing information just prior to being sent so they can intercept and correct any issues. The alert runs on a very short cycle, so the rep will receive notification almost immediately upon invoicing.

Related Alerts
ID # Description Notes Required
ID320 Where do you keep sales rep info, CRM or eAuto If the sales rep information is not kept up to date in E-Automate but needs to be pulled from CRM, use ID320. No
ID869 Notify Sales Rep that Contract has billed - Non-metered Contracts No

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