Keep project managers' sales leads warm with staged SMS

Project managers miss follow-ups when leads flip to REMINDER_NEEDED, causing stalled bookings. Send staged SMS when status changes so prospects are contacted before opportunities go cold.

Overview

Missed follow-ups stall bookings and create pipeline gaps for project teams handling customer work. This workflow turns CRM lead-status updates into staged SMS campaigns, ensuring prospects are contacted before opportunities go cold and manual follow-up is eliminated.

Notable Features

Send staged SMS on status change
Check contact response before sending
Update lead status after reminders