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Send proposal won SMS and notify sales rep

You miss follow-up when signed proposals don't notify field teams, delaying scheduling. Add an SMS to the client and email to the rep so onboarding starts same day.

Send proposal won SMS and notify sales rep

Overview

When a proposal closes, you need clients and crews moving forward immediately — not hours later. This flow texts the client and emails the assigned rep so onboarding and scheduling can start within minutes, keeping installs on schedule and reducing admin drag.

Send proposal won SMS and notify sales rep