Send final checklist SMS when deal reaches final review
Send final checklist SMS when deal reaches final review
When deals reach final review, your checklist items and documents often go unconfirmed, risking installation delays. Customers get the checklist immediately, so reps receive confirmations before install.
Overview
When a deal hits final review, you shouldn't be chasing documents manually. This flow sends a final checklist message to the customer and captures confirmations within minutes, so reps and coordinators have what they need ahead of installation.