Send color sample PDF and notify regional reps
Send color sample PDF and notify regional reps
Color selection sheet rows delay sample delivery and leave regional reps without context. It sends a branded PDF to the requester and notifies the right regional rep so follow-up occurs same day.
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Overview
When prospects request court color samples, manual PDF creation slows response and leaves field reps without context. This flow produces a branded PDF and emails it to the requester while alerting the right regional rep, enabling same-day follow-up and faster handoffs.