Handle can automatically notify you or create Alerts, Sales Calls, and tasks based on certain events in your business system.
Sales Calls can automatically be created after a certain number of days when a user creates an Opportunity, to ensure consistent follow-up.
Automatic follow up calls can also be created based on your assigned accounts and your call frequency.
It’s best to discuss this as a group and review with CustomerTRAX before implementing so your users do not get overwhelmed.
Triggers
|
CallFrequency |
PartsInvoice |
SalesDate |
|
DeliveryDate |
Quote |
TradeIn |
|
EstimatedArrivalDate |
RDADate |
WarrantyExpireDate |
|
OpportunityEstimatedDate |
RepairOrderClosed |
WholegoodsInvoiceDate |
|
|
RepairOrderOpen |
|
Thresholds
- For date based triggers, you can configure the reminder to be XX days before (WarrantyExpire) or XX days after (Delivery), or immediately.
- For Invoices or work orders you can also limit the reminders to only occur when its ‘greater than’, ‘less than’, ‘equal to’, or within a configured dollar ‘range’.
Rules
Automated rules can be based on account assignment, location or the salesperson number assigned to the event in the business system.