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Create follow-up task and alert owner for unviewed docs

Create follow-up task and alert owner for unviewed docs

Your sent contracts that go unviewed leave deals without next steps and prevent timely signature follow-up. Owners receive a task and SMS to prompt outreach same day.

Create follow-up task and alert owner for unviewed docs

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Overview

Sent-but-unviewed contracts are a common stall point in the pipeline and force reps to chase next steps. This flow auto-creates a CRM task and texts the deal owner so outreach happens same day, keeping deals active and improving signature velocity.

Create follow-up task and alert owner for unviewed docs