Send appointment confirmation when a deal is qualified
Send appointment confirmation when a deal is qualified
Your assessment bookings don't get confirmations when deals move to qualified, causing no-shows and unprepared assessors. Send SMS confirmations so appointments are verified ahead of the scheduled date.
Overview
When a deal reaches your qualified stage, prospects should immediately receive clear appointment details. This ties CRM progress to instant SMS confirmations so bookings are secured and assessors arrive prepared within minutes of qualification.