Send personalized additional services email and log outreach

Your filtered CRM deals miss timely patient outreach and leave add-on offers unpresented to coordinators. It sends targeted emails and records each outreach so coordinators can follow up the same day.

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Overview

Stop missing patient add-on opportunities: this flow sends localized service offers from qualified CRM deals and logs each outreach so patient coordinators have immediate context. Coordinators receive message context and a dated record for same-day follow-up, reducing manual tracking.