Send client update email and SMS after stage change
Send client update email and SMS after stage change
Your rebooking deals miss consistent client outreach, leaving appointments unconfirmed and reps chasing replies. It sends an email and SMS and logs the outreach so appointments get scheduled same day.
Overview
Rebooking deals frequently stall because outreach is inconsistent and links or prices are pasted manually. This flow sends the client email and SMS with the quote link and logs the activity, so appointments can be booked same day.