Send document request SMS after deal field updates
Send document request SMS after deal field updates
Your deals flagged for missing paperwork leave reps without confirmation and customers unsure how to upload files, stalling approvals. Send an SMS with a prebuilt upload link so documents arrive the same day.
Overview
When paperwork requests sit idle your reps waste time chasing and deals stall. This flow delivers an SMS with a tracked upload link within minutes of the request, so documents land same day and reps can resume approvals.