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paulyeo11
Master
Master

How to send SMS to sales when sales target is below sales ?

Hi All

Does any one here ever implement in QV when sales target is below sales . The system will send a email or SMS to the sales persons.

Hope some one can share on how you implement this.

Paul

1 Solution

Accepted Solutions
kavita25
Partner - Specialist
Partner - Specialist

You can do this through email Alerts.

Check the doc..

And if you want to show the Sales target below sales with the SalesRep name...

You can try below logic in subject of the Email...

='Sales Person :'

&CHR(10)&CHR(10)& Concat(if(aggr(sum(Sales),SalesPerson)<9000, SalesPerson),' ,')

&' '& 'sales has fallen below the target'

View solution in original post

2 Replies
kavita25
Partner - Specialist
Partner - Specialist

You can do this through email Alerts.

Check the doc..

And if you want to show the Sales target below sales with the SalesRep name...

You can try below logic in subject of the Email...

='Sales Person :'

&CHR(10)&CHR(10)& Concat(if(aggr(sum(Sales),SalesPerson)<9000, SalesPerson),' ,')

&' '& 'sales has fallen below the target'

paulyeo11
Master
Master
Author

‌Hi Sir

thank you for your Doc

i will read thru.

paul