Create VIP triage item and SMS alert for owner

Your VIP emails can get buried in the inbox and delay client responses and deal momentum. Capture each message as a triage item and send an SMS to the owner so replies happen within minutes.

Create VIP triage item and SMS alert for owner

Overview

When VIP emails get buried, client momentum stalls and response SLAs slip. This workflow logs each VIP message as a triage item and pushes an SMS alert so the owner and coordinators see and act within minutes.

Create VIP triage item and SMS alert for owner