Send email alert for completed advisor follow-up on deal

Your advisor follow-up completions lack a clear handoff, leaving deals with outdated call center status. Get email alerts so reviewers can confirm and fix deal status same day.

Overview

Advisor follow-ups often finish without a clear handoff, leaving deals with stale call center status and blocking next steps. This flow delivers an email alert to the right reviewers within minutes so records are validated and corrected same day, keeping pipeline reporting trustworthy.