Chat with our AI agent
ID787
Lease Expiration Report
Output Type: Email

Essentially an elaboration on ID65, this alert will deliver a Crystal Report to your reps each month detailing leases due to expire with Eqp detail and enough additional data (in theory) to give your reps a serious jump-start on the review and design of an upgrade/renewal plan. **Note: this alert assumes the business practice of a contract expiring alongside the lease(s)  Lookback is 12 months.

Related Alerts
ID # Description Notes Required
ID65 Leases still active and expiring within W months (to sales) No
ID320 Where do you keep sales rep info, CRM or eAuto Required as version 20211103 No
ID667 Update Service Leases in eAuto No
ID940 Lease Contract Stream of Payments portfolio report No

Juice Agent - Powered by GPT4 and augmented with everything we know

Loading...