Send tracking emails to clients when deal stage updates
Send tracking emails to clients when deal stage updates
Your deal updates often lack postal tracking, leaving coordinators unable to confirm document delivery. Get tracking emailed to clients automatically so conveyancers and ops have confirmation same day.
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Overview
When a deal reaches the 'documents posted' stage, clients should receive their postal tracking without manual emails. This flow extracts the tracking reference, finds the primary contact, and delivers the tracking email so conveyancers and ops get same-day confirmation.