L. Keeley Construction Project Won Alert


Who Is This For: Internal Agents

 

Where Will This Solution Be Located: Salesforce

 

When Does This Solution Apply: For Agents who need answer questions about Salesforce email alerts


Description: L. Keeley Construction Group (Civil, Building, Industrial, Paving) will receive an email alert when they have won a project over a certain amount. Please re-direct any of these related issues to the Help Desk team - [email protected].

1. An L. Keeley Construction Opportunity has been moved into a "Closed/Won" status




2. Depending on the Group and the Amount of the Project, the leadership of that division will receive an email alert.
a. The Building Group Alert is sent for projects greater than $250,000




b. The Industrial Group Alert is sent for projects greater than $250,000




c. The Paving Group Alert is sent for projects greater than $100,000




d. The Civil Group Alert is sent for projects greater than $250,000


Revision Number: 2.0

Revision Date: 04/14/2021

Revised By: Jason Magers