Send SMS when a deal hits quote error stage

Your deals land in an error stage without a reachable contact, blocking reps from sending quotes. Send SMS to request missing emails so quotes can be re-sent by the next business day.

Send SMS when a deal hits quote error stage

Overview

When a quote can’t be delivered because the contact is missing a reachable email, deals stall and reps waste follow-up time. This flow sends an SMS immediately and follows up after one day so account executives can recover the quote and get a response by the next business day.

Send SMS when a deal hits quote error stage