Alert bankers to high-priority deals for immediate review

Sales ops miss high-priority board updates, causing stalled deals and compliance risk. It alerts the assigned rep by email and SMS so urgent files get reviewed without manual chasing.

Overview

Missed high-priority status changes expose deals to approval delays and compliance risk for bankers. This workflow routes every "High" status to the assigned rep via email and SMS and escalates if unacknowledged, ensuring urgent files get reviewed and manual chasing is eliminated.

Notable Features

Notify assigned rep by SMS
Send email alert to rep
Escalate unacknowledged items to lead