Send requested CIM link to all ticketed contacts
Send requested CIM link to all ticketed contacts
Your ticket flags for sending CIMs often go unnoticed, leaving prospects waiting and outreach untracked. Get the CIM to prospects fast and keep outreach logged same day.
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Overview
When brokers forget to deliver requested CIMs, prospects cool off and deal momentum stalls. This workflow emails the requested CIM within minutes of the ticket flag being set and logs the outreach in the CRM, keeping pursuit coordinators and deal owners aligned same day.