Reorder nudges until an order arrives

Account Manager

When an account is due to reorder and has not, the Hub keeps it in front of you.

• The Hub is set to remind the Account Manager five days before an account’s expected next order.
• If the account passes its usual gap plus the slack for its tier, a Reach out activity is placed on the account, and the account appears under At-risk Accounts on your dashboard.
• While the account stays behind its forecast, below pace activities keep appearing on it.
• When the account orders again, mark its reach out activity Done so the account’s history shows how it was resolved.

See Reorder alerts for the screens.