Keep sales ops review records deduplicated and accurate

Sales ops lose visibility into review outreach for checked-out guests, causing duplicate SMS. Create or update one review record per checkout so staff avoid duplicate SMS within a one-year window.

Overview

Repeated review requests and unclear outreach history create wasted touches and audit gaps for sales ops. This workflow ensures a single review record per checkout and prevents duplicate SMS within a one-year window, delivering a clean, auditable outreach trail. That means fewer manual checks for ops and reliable history for reporting.

Notable Features

Create or update review records
Prevent duplicate SMS within year
Keep an auditable outreach log