Notify sales agents of sourcing failures by email
Notify sales agents of sourcing failures by email
When enquiry line items fail to source, your sales reps lack context to act and clients wait for updates. The workflow notifies the assigned sales agent so enquiries are triaged same day.
Overview
Sourcing failures left unreported create downstream churn and customer confusion. This workflow delivers context-rich emails to the assigned sales agent and logs each notice, so enquiries are triaged and customers get updates the same day.