Keep onboarding moving: IT sends install forms via SMS

IT coordinators risk stalled onboarding when install links aren't sent. It texts the installation form when the stage updates, letting coordinators get completed forms quickly.

Overview

When installation links don't reach customers, onboarding coordinators waste time chasing and handoffs stall. This workflow texts the install form as deal stages change so coordinators receive completed forms quickly, reducing manual follow-up and streamlining onboarding handoffs.

Notable Features

Text installation link on stage change
Create task if phone missing
Log activity to deal record