Salesforce administrator workflow to send post-close testimonials to four clients
Salesforce administrator workflow to send post-close testimonials to four clients
Salesforce administrators in real estate miss post-close testimonial windows, leaving agents without proof. It requests feedback from up to four clients after close, so agents secure testimonials.
Overview
Missed post-close testimonial outreach leaves agents without social proof and weakens referral channels. This workflow triggers feedback requests to up to four clients and updates the closing record, eliminating missed follow-ups and keeping agents supplied with fresh testimonials.
Notable Features
- Send testimonial requests to clients
- Mark closing record as requested
- Notify agent with send summary