Send proposal won SMS and notify sales rep
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.
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.