Send callback SMS and log follow-up for ready-to-quote deals

Your deals marked ready to quote leave reps stuck calling without context or confirmed availability. Get callback confirmations by SMS and log the follow-up for faster quote turnaround same day.

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Overview

Deals that reach your ready-to-quote stage often need a quick human confirmation to schedule a call, not another voicemail. This flow sends an immediate, owner-personalized SMS and logs the outreach so reps see confirmations and move quotes forward same day.