Update case record when rep gets alert text
Update case record when rep gets alert text
When alert texts aren't logged to your case records, reps lack context and retention work is duplicated or delayed. You get a timestamped case note so reps and sales ops act within 48 hours.
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Overview
Incoming rep alert texts must be visible on the customer's case so reps and sales ops don't waste time hunting for context. This flow appends a timestamped note to the right case so retention outreach is coordinated and initiated within 48 hours.