Keep account managers updated on SMS validation replies

Account managers miss SMS validation replies, leaving contact records stale and causing missed follow-ups. Replies are logged and board status updated so managers have current validation state and message history for follow-up.

Overview

Missed SMS validations leave account managers chasing stale contacts and risking missed follow-ups. This workflow logs replies and updates the account board so managers always see validation status and message history, removing manual lookups. The result is faster, more accurate follow-up and fewer missed validations.

Notable Features

Log SMS replies to board
Update contact validation status
Attach message history to record