Ensure follow-up SMS after swatch orders for business owners

Business owners miss customer check-ins after Ordered Swatches, delaying follow-up. The workflow schedules a follow-up SMS task days after stage change so sales reps check in and advance the sale.

Overview

Missed swatch follow-ups let buyers grow cold and stall post-order momentum. This workflow creates a scheduled SMS activity when a deal reaches Ordered Swatches and assigns it to the deal owner, ensuring reps check in and advance the sale. The result is faster handoffs and far fewer missed customer follow-ups.

Notable Features

Schedule follow-up SMS tasks
Assign tasks to sales reps
Include deal details in activity