Notify deal owner and log note from texts
Notify deal owner and log note from texts
Your incoming client texts lack CRM context, so deal owners miss contact and deal details for timely follow-up. Logged deal notes and instant owner alerts let you respond same day.
Overview
When prospects text, deal owners often lack the context needed to act, and opportunities can slip. This flow logs the incoming message on the related deal and pings the owner in team chat so follow-up happens same day.