Send contract chase SMS and create follow-up tasks

When a contract view flag updates, your lead follow-up can slip and clients go cold. Capture the contact and assign staged call attempts so intake coordinators can reach out same day.

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Overview

Prospects who open contracts expect prompt outreach; delayed follow-up lets them cool off. This flow sends a chase SMS and seeds sequenced call tasks so your intake coordinators can reach leads within hours and recover opportunities the same day.