Send SMS when a lead enters configured follow-up stage
Send SMS when a lead enters configured follow-up stage
Your board leads miss timely outreach after status updates, leaving prospects unattended. This routes a tailored SMS to the assigned advisor so prospects are contacted same day.
Overview
Status-driven outreach often arrives too late and prospects cool off. This flow pushes a tailored SMS to the assigned advisor within minutes of a board status change, ensuring same-day contact and faster scheduling.