Customer support ops: keep vendor texts on deal records
Customer support ops: keep vendor texts on deal records
Customer support ops miss vendor context when texts aren't tied to deals, causing fragmented case histories. This attaches vendor texts to the correct deal so support and ops have full conversation context to resolve cases faster.
Overview
Vendor texts that don't live on deal records fragment case work and slow operations. This workflow ensures every vendor message is attached to the right deal, giving support and ops full conversation history and eliminating missed follow-ups.
Notable Features
- Attach incoming vendor text messages
- Match texts to existing deals
- Append messages to deal history