Create post-cleaning deal and send messages to customer
Create post-cleaning deal and send messages to customer
Your post-cleaning inspection submissions arrive untracked and delay billing and sales follow-up. Create a deal from the form and ping customer and reps so billing and follow-up happen same day.
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Overview
Untracked post-cleaning submissions create gaps in billing and lost follow-up. This flow turns each form into a sales record and immediate customer plus internal messages, so your reps capture payment intent and close follow-up the same day.