Send compliance-ready team notice when retainer stage begins
Send compliance-ready team notice when retainer stage begins
Your retainer-stage opportunities often miss intake codes and schedule notes, leaving compliance unprepared. The workflow alerts the team so compliance can act and calls are booked same day.
Overview
When an opportunity reaches retainer without intake context, compliance and scheduling stall and client onboarding slows. This flow delivers a concise team notice so compliance receives codes and calls are booked same day.