Send offer details and change alerts to sales support
Send offer details and change alerts to sales support
Your offer records miss timely change visibility, leaving sales support without context to draft contracts. Provide full offer details and change requests to sales support and the agent for same-day drafting.
Overview
Offer updates often leave sales support without the context they need, slowing contract drafting and follow-up. This flow packages the updated offer plus any change requests and delivers them to sales support and the assigned agent, enabling same-day drafting and fewer back-and-forths.