Send portal setup email after sales presentation created
Send portal setup email after sales presentation created
You mark sales presentations on opportunities but clients aren't always told, leaving ranching accounts without portal access and stalling onboarding. Clients get portal access same day.
Overview
When reps mark a sales presentation ready, clients often miss portal access and onboarding stalls. This flow emails the portal link, alerts marketing ops, and logs the event so clients receive access same day and owners can follow up promptly.