Send SMS summary for new intake submissions to staff
Send SMS summary for new intake submissions to staff
Your intake submissions arrive without quick alerts, leaving reps unsure which leads to call and slowing follow-up. You get concise SMS summaries so reps can contact leads and book follow-up same day.
Overview
Intake submissions without fast alerts let leads go cold and frustrate reps. This flow delivers a clean SMS summary to the right rep so they can call back and secure follow-up the same day.