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Things you control
Wording, terms and connections — changed here, not in code.
Next actions
The trigger is fixed; the wording is yours. What you can change is what
the row says when it fires, and whether it fires at all.
| When this is true | Row says | Priority | On |
|---|---|---|---|
| The term has ended and the site is still being invoiced | Urgent | ||
| A contract has been out more than 90 days with no reply | Urgent | ||
| An invoice is 90 or more days past due | Urgent | ||
| The term ends within 30 days and nothing has been sent | Urgent | ||
| The term ends within 90 days | Watch | ||
| Recorded volume is tracking above the estimate the fee was based on | Watch | ||
| A monthly 80% follow-up attestation has not been received | Watch | ||
| A won facility has not started yet | Watch |