Send review request SMS for settled opportunities to clients
Send review request SMS for settled opportunities to clients
Your settled opportunity records miss timely client outreach and feedback collection. Send an SMS review invitation 24 hours after settlement so you capture feedback while it's fresh.
Overview
When deals settle, post-sale follow-up often slips and review opportunities vanish. This workflow sends an SMS review invite 24 hours after settlement so you reliably capture client feedback and referral signals while the experience is fresh.