Send the ‘Service Advisor Sales’ report by email
You can now send the ‘Service Advisor Sales’ report by email to your service advisors manually and automatically on Mondays and Thursdays at a certain time. Also, you can add custom email addresses to the ‘CC Recipients' field to send the report to all concerned.
Note We have added the ‘Area’ filter so you can find service advisor sales in a specific area.
Required Subscription: ServiceAdvisorSalesReportAutoSending
We have added the ‘Monthly Sales Goal’ field to the ‘Other’ tab of the ‘Wholesale Client’ dialog box so you can compare the actual sales with the goal.