Send assigned codes to customers after order assignment
Send assigned codes to customers after order assignment
Your order records don't trigger code emails, so customers miss activation details and reps manually email codes. The workflow emails assigned codes automatically so customers get them within minutes.
Overview
Manual emailing of assigned codes creates delays and inconsistent customer experience; automating delivery removes that bottleneck. With this flow, sales ops can ensure customers get their codes within minutes of assignment and reps reclaim time for higher-value work.