Send new agreement alerts to operations and sales team
Send new agreement alerts to operations and sales team
Your agreement records for residential installs sit in a table without team visibility, causing processing delays. Alerts give coordinators immediate visibility so tasks complete the same day.
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Overview
New dealer and homeowner agreements often sit unprocessed in your records and slow installs and billing. This flow posts immediate alerts to operations and sales so coordinators can clear paperwork and schedule follow-ups the same day.