ID895
Message from Tech to Sales
Output Type: Email
If a tech was onsite repairing a machine and noticed that the competition had a demo in, then this is a quick way for them to let sales know without wondering who the sales person is. Plus if you pay a lead bonus there will be a record. Could also just be that the tech thinks the machine needs replacing or that the customer was asking about features only available on newer models. We use a specific note type on the call to alert sales. You decide whether we look in eAuto or your CRM for the sales person, you can copy the sales manager.
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID320 | Where do you keep sales rep info, CRM or eAuto | Used ID320 to determine Sales Rep assignment | No |