Customer support ops: send fourth supplier registration reminder
Customer support ops: send fourth supplier registration reminder
Customer support ops see suppliers stuck at '4th email', causing stalled onboarding and manual follow-ups. Trigger the fourth reminder on stage change so account managers can resume onboarding promptly.
Overview
Suppliers stall when the fourth reminder isn't sent, leaving onboarding incomplete and account managers chasing follow-ups. This workflow sends the fourth registration reminder the moment a record flips to '4th email', eliminating manual handoffs so account managers can resume onboarding promptly and avoid missed follow-ups.
Notable Features
- Send fourth reminder on stage change
- Notify account managers of updates
- Log reminder on supplier record