Send follow-up email and SMS to filtered deals
Send follow-up email and SMS to filtered deals
Your proposal follow-ups in the CRM can sit unattended when outreach isn't sent, leaving prospects unsure. The workflow sends email and SMS reminders and logs the outcome so reps have confirmation same day.
Overview
When proposal follow-ups don't reach prospects, pipeline momentum stalls and deal velocity drops. This flow sends email and SMS reminders and records the result on the deal, giving reps confirmations and updated statuses the same day.