IT: Prevent dealer account holds with inactivity alerts
IT: Prevent dealer account holds with inactivity alerts
IT admins miss dealers at 75 days without floorplan activity, risking account holds and service disruption. Scheduled checks alert dealers and account managers so they can re-engage before holds occur.
Overview
Missed dealer inactivity triggers surprise account holds that disrupt operations and frustrate account managers. This workflow lets IT run scheduled checks and notify both dealers and their account managers, preventing unexpected holds and enabling timely re-engagement. Teams report faster re-engagement and zero missed inactivity notices.
Notable Features
- Run scheduled activity checks
- Notify dealers and account managers
- Escalate overdue accounts to managers