Send collection kit status emails to client services
Send collection kit status emails to client services
Your collection kit delivery and lab result notifications in CRM leave client services without timely context for next steps. Get alerts to client services and reps so follow-up happens same day.
Overview
When collection kits are delivered or lab results return, client services and reps need the context to act. This flow converts CRM notification events into targeted emails so your operations team can complete follow-up same day and avoid downstream delays.