Appointment Query
Today minus 10 Days = Date Value
Appointment Date is 'greater or equal to' Date Value
Details: This batch job will run once a day and include all appointments with an Appointment Date in the Last 10 calendar days and all appointments in the future where the Lead Perfection ID (on the related Lead Source) is not blank.
This 'greater than last 10 day' structure will give customers 10 days to result their lead perfection light appointments. The batch does not care if the Appointment has been Resulted or not.
The fields and values queried and sent to LPL in this batch include:
- Appointment ID
- Appointment Status
- Start (Date/Time)
- Result
- Lead Perfection ID
- Market Segment
- Sent to LPL On (Date/Time)
Sale Query
Today minus 30 Days = Date Value
Sold On Date is 'greater or equal to' Date Value
Details: This batch job will run once a day and include all Sales with a Sold On date in the Last 30 calendar days and could include Sales with a Sold On date in the future where the Lead Perfection ID (on the related Lead Source) is not blank.
The fields and values queried and sent to LPL in this batch include:
- Sale ID
- Sold On (Date)
- Sold Price (Currency)
- Status
- Lead Perfection ID
- Market Segment
- Sent to LPL On (Date/Time)
Project Query
Today minus 30 Days = Date Value
Project Start Date is 'greater or equal to' Date Value
Details: This batch job will run once a day and include all Projects with Project Start Date in the Last 30 calendar days and includes Projects with a Project Start Date in the future where the Lead Perfection ID (on the related Lead Source) is not blank.
The fields and values queried and sent to LPL in this batch include:
- Project ID
- Product Category {Job Type}
- Project Start Date
- Status
- Project Completed Date
- Lead Perfection ID
- Market Segment
- Sent to LPL On (Date/Time)