Send waiting documents email when deal enters waiting stage
Send waiting documents email when deal enters waiting stage
Your deals in the waiting stage miss file requests, delaying intake and approvals. Contacts receive a file-request email automatically, improving collection and enabling same-day decisions.
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Overview
Deals that sit waiting for documents often stall and increase time-to-close; this flow updates the contact and sends the request email the moment a deal hits the waiting stage. Campaign managers and reps get faster document collection and same-day clarity on next steps.