Send scheduling email when deal moves to scheduled stage
Send scheduling email when deal moves to scheduled stage
Your deals entering the scheduled stage often leave customers unsure and installers without booking context. It notifies customers and gives reps confirmations before booking.
Overview
When a deal advances to the scheduled stage, customers need clear next steps or scheduling stalls and installers get incomplete handoffs. This flow sends a branded scheduling email within minutes of the stage change so reps and coordinators have confirmations ahead of the booking window.