Send welcome SMS on deal handoff to support

Your member signups may arrive without verified phone context, leaving coordinators unable to reach members for onboarding. Get a welcome SMS sent so coordinators can begin onboarding within minutes.

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Overview

When deals move to support, members need immediate contact and clear expectations or onboarding stalls and support queues grow. This flow sends a tailored welcome SMS within minutes of handoff so coordinators can start onboarding and track installation milestones faster.