Send SMS when CRM transfers are missed for manual entry
Send SMS when CRM transfers are missed for manual entry
Your CRM leads marked as missed transfers never make it into the vendor system, causing missed follow-ups and stale records. It sends SMS prompts so coordinators add entries manually the same day.
Overview
Missed transfer flags often leave leads out of your vendor system and delay outreach; this flow pushes SMS prompts immediately so coordinators see and add the contact. That keeps records current and reduces same-day follow-up gaps.