{"id":"revops-territory-change-request-form-fields","audience":"revops","category":"sales-work","technique":"format","track":"sales","level":"beginner","title":"Fill a territory-change form from a rep's email","free":false,"task":"Fill the territory-change request form from Priya's email using seven plain-text lines labeled exactly Request type:, Account ID:, Current owner:, Proposed owner:, Reason:, Manager approval:, Effective date:. Write \"Missing\" for any value the email doesn't give. The Reason is 20 words or fewer. Under 80 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"FORM REQUIREMENTS (RevOps): Request type (Reassign, Split or New), Account ID (format ACC-####), Current owner, Proposed owner, Reason (20 words max), Manager approval (name and date), Effective date (must be the 1st of a month).\n\nEMAIL from Priya Nair (AE), Nov 5:\n\"Hi RevOps, please move Brightwater Foods (ACC-3321) from Greg Olsen over to me. Greg is leaving the company at the end of the month and the customer already knows me from the pilot we ran together. Carlos said it's fine. Thanks!\"\n\nNotes: Carlos Beltran is Priya's manager. Greg's last day is Nov 30. The email does not include a date for Carlos's approval or an effective date.","rules":[{"type":"plainText"},{"type":"maxWords","max":80}],"mistakes":[{"title":"Guessing the date","why":"The AI writes Dec 1 or Nov 30 as the effective date.","fix":"Add: \"Write Missing for any value the email doesn't give.\"","checks":["r2"]},{"title":"Wrong labels","why":"The AI uses its own field names or a table.","fix":"Add: \"Seven plain-text lines with exactly these labels.\"","checks":["r0","plainText"]},{"title":"Dropping the account ID or names","why":"The AI uses 'Brightwater' only.","fix":"Add: \"Account ID is the ACC-#### value; use full names.\"","checks":["r1"]},{"title":"Long reason","why":"The AI copies the whole story.","fix":"Add: \"Reason is 20 words or fewer; under 80 words total.\"","checks":["maxWords"]}],"promptHints":[{"label":"Lists the labels","patterns":["request type:","account id:","effective date"]},{"label":"Handles missing values","patterns":["missing"]},{"label":"Gives the format","patterns":["acc-","full names"]},{"label":"Caps reason","patterns":["20 words"]},{"label":"Plain text","patterns":["plain text"]}],"hint":"List the seven labels and say what to write when the email doesn't give a value.","rubricLabels":["Has seven lines labeled exactly Request type:, Account ID:, Current owner:, Proposed owner:, Reason:, Manager approval:, Effective date: in that order","Request type is Reassign, Account ID is ACC-3321, Current owner is Greg Olsen and Proposed owner is Priya Nair","Manager approval names Carlos Beltran with the date written as Missing, Effective date is Missing (not guessed), and Reason is 20 words or fewer"]}