Send closing message after install or meter completion
Send closing message after install or meter completion
Your closing-message updates leave customers without final confirmation and after-sales reps lacking outreach context. It sends the closing message and marks the item sent within three days.
Overview
When closing tasks are marked done, customers often wait and reps scramble to follow up; this flow delivers the configured closing message automatically and tags the contact for after‑sales. That reduces manual follow-ups and ensures customers receive confirmation within three days so reps can focus on exceptions.