-
20000064267
Account - Assign Territory Task and Notification
Identify problematic accounts - Criteria:
Created yesterday
Missing Required Address Data (p
-
20000064594
Opportunity - Open missing required fields task and notification
Identify problematic opportunities - Criteria:
Status Open
Missing Required Fields
-
20000065195
Contact - Active missing required fields task and notification
Identify problematic opportunities - Criteria:
Status Active
Missing Required Fields - Cont
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20000096053
Data Update - Auto Close Open Tasks Associated to Closed Opportunities
Identify problematic tasks
Activity Status = Open
Activity Type = Task
Associated Related
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20000098241
Audit - Contacts created w/o accounts - owned by Marketing
See attached SOP
RSS Scheduled Report runs Monday 8 am - sent to Christina Jensen
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20000098300
Equipment ID update Required notification
Equipment – Attached parent Order, Equipment ID has not been updated to match ERP
Identify problem
-
20000101062
Fulfilled Order Attached to Lost Opportunity - Correction Required
Identify problematic accounts - Criteria:
Order status = Fulfilled
Opportunity Attached st