Predefined escalation rules

Escalation rule	Description
Quarterly Quota Remaining	Notify a sales user at the end of each month about the percentage and amount of their remaining quota for the quarter.
Daily Quota Remaining	Notify a sales user daily about the percentage and amount of their remaining quota for the month.
Pipeline Update	Notify a sales user every two weeks about the value of their pipeline for this quarter, compared to their forecast total for the quarter.
Opportunity Close Date Approaching	Notify the assigned user of an opportunity that the opportunity close date is in five days.
Unassigned Lead	Notify sales managers when a new lead has been unassigned for more than five days.
High Value Opportunity Won	Notify sales team members and sales managers when a high value deal is won. The system administrator can configure the high value opportunity amount.
High Value Opportunity Created	Notify sales managers and send them an email when a high value opportunity is created. This uses Total Quote Value on the opportunity. The system administrator can configure the high value opportunity amount.
Quote Discount Value too large	Notify sales managers and send them an email when a quote line item discount exceeds 40%.
Unassigned Opportunity	Notify sales managers when a new opportunity has been unassigned for more than five days.
Lost Opportunities	Notify the sales manager when a deal has been lost.
Order repricing notification	Notify a sales user when the total of an order changes.
Quote repricing notification	Notify a sales user when the total of a quote changes.
Order Synch error notification	Notify a user when there's an error synchronizing an order with the BMS application.
Quote Synch error notification	Notify a user when there's an error synchronizing a quote with the BMS application.
Account Synch error notification	Notify a user when there's an error synchronizing an account with the BMS application.
Exchange Integration Notification	Notify a user when the system administrator has enabled them to automatically synchronize with Microsoft Exchange.
Email Blast Failure Notice	Notify a sales user when an E-marketing email blast is not successfully sent.
Campaign Over Budget	Notify a sales user when an E-marketing campaign has exceeded the approved budget limit.
Campaign Close To Budget	Notify a sales user when an E-marketing campaign exceeds 90% of the approved budget limit.
Backup Failure Notice	Notify a system administrator when a Sage CRM backup fails.
Backup Completed Notice	Notify a system administrator when a Sage CRM backup successfully completes.
Mailchimp audience upload message	Notify a user when a Sage CRM group of contacts is successfully uploaded to the Mailchimp audience.
Communication Reminder	Notify the assigned user of a communication task that the due date is approaching.
Quote Expiry	Notify the assigned user of a quote that the quote expiry date is in five days.
Email Reminder	Notify the assigned user of an email task that the due date is approaching.

Quarterly Quota Remaining

Notify a sales user at the end of each month about the percentage and amount of their remaining quota for the quarter.

Daily Quota Remaining

Notify a sales user daily about the percentage and amount of their remaining quota for the month.

Pipeline Update

Notify a sales user every two weeks about the value of their pipeline for this quarter, compared to their forecast total for the quarter.

Opportunity Close Date Approaching

Notify the assigned user of an opportunity that the opportunity close date is in five days.

Unassigned Lead

Notify sales managers when a new lead has been unassigned for more than five days.

High Value Opportunity Won

Notify sales team members and sales managers when a high value deal is won. The system administrator can configure the high value opportunity amount.

High Value Opportunity Created

Notify sales managers and send them an email when a high value opportunity is created. This uses Total Quote Value on the opportunity. The system administrator can configure the high value opportunity amount.

Quote Discount Value too large

Notify sales managers and send them an email when a quote line item discount exceeds 40%.

Unassigned Opportunity

Notify sales managers when a new opportunity has been unassigned for more than five days.

Lost Opportunities

Notify the sales manager when a deal has been lost.

Order repricing notification

Notify a sales user when the total of an order changes.

Quote repricing notification

Notify a sales user when the total of a quote changes.

Order Synch error notification

Notify a user when there's an error synchronizing an order with the BMS application.

Quote Synch error notification

Notify a user when there's an error synchronizing a quote with the BMS application.

Account Synch error notification

Notify a user when there's an error synchronizing an account with the BMS application.

Exchange Integration Notification

Notify a user when the system administrator has enabled them to automatically synchronize with Microsoft Exchange.

Email Blast Failure Notice

Notify a sales user when an E-marketing email blast is not successfully sent.

Campaign Over Budget

Notify a sales user when an E-marketing campaign has exceeded the approved budget limit.

Campaign Close To Budget

Notify a sales user when an E-marketing campaign exceeds 90% of the approved budget limit.

Backup Failure Notice

Notify a system administrator when a Sage CRM backup fails.

Backup Completed Notice

Notify a system administrator when a Sage CRM backup successfully completes.

Mailchimp audience upload message

Notify a user when a Sage CRM group of contacts is successfully uploaded to the Mailchimp audience.

Communication Reminder

Notify the assigned user of a communication task that the due date is approaching.

Quote Expiry

Notify the assigned user of a quote that the quote expiry date is in five days.

Email Reminder

Notify the assigned user of an email task that the due date is approaching.