Attach incoming SMS activity to the latest deal
Attach incoming SMS activity to the latest deal
Your SMS activity entries are not attached to matters, leaving case managers without deal context for timely client responses. Link messages to the latest deal so teams reply with context same day.
Overview
Inbound SMS messages are often orphaned on contact records, leaving case managers without matter context. This flow attaches messages to the most recent deal and reopens the activity so teams can respond with full context same day.