15th of every month = Dealer Unresponsive Summary to CSLs

Data task Task Status is changed to a "Stuck" status if we are having a problem and need engagement from a dealer, for example:

• Stuck - Stuck on an Internal related issue, or waiting for CSL to engage with client for resolution
• DealerVault Stuck - Stuck due to a DealerVault feed issue

🚦On the 15th of every month, Make.com will automatically send a summary email to all CSLs (in the Monday team named CSLs) listing all data that is holding up the current processing month.

The email asks CSLs to engage the clients as needed and notifies them that if no response is received in the next 10 days, the tasks will become "Dealer Unresponsive".

25th of every month = Mark tasks as Dealer Unresponsive

🚦On the 25th of every month, Make.com scenario will change every task that is still Stuck (due to an external issue requiring dealer response / do not change those whose issues are internal Clarivoy issues) or DealerVault Stuck or Waiting on XXXXX (for COLLECTS).  Change those Task Statuses to Dealer Unresponsive.

• Dealer Unresponsive - If we need dealer engagement on an issue (low lead or sales count, leads or sales stop after a certain date, need new login, DealerVault issue, etc.) and they have not responded by the 25th of the month, set to Dealer Unresponsive. Task stays in this status until the issue is resolved (for all subsequent processing months).

Make.com uses this criteria to determine which tasks to mark Dealer Unresponsive:

• Group is NOT Inactive, Hold, TV, Email, Special Task
• AND one of these combinations:
  • Method=COLLECT and Status=Waiting.…
  • (Method=SFTP or DV SFTP) and (Status=Waiting, Dealer Stuck or DealerVault Stuck)