Notify sales reps of proposal assignment via email and SMS
Notify sales reps of proposal assignment via email and SMS
When proposal records update in your project database, your sales and design teams lose context and work can stall. You get assignment emails and SMS so designers start within minutes.
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Overview
Stalled handoffs slow proposal delivery and frustrate account teams. This flow delivers instant SMS and email alerts to the assigned rep so designers receive context and proposals move forward within minutes.