Add accepted form leads and notify assigned broker
Add accepted form leads and notify assigned broker
Your accepted form responses become untracked leads or duplicates when assignment isn't recorded. It assigns and logs accepted leads, then emails the assigned broker contact details within minutes.
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Overview
Stop leaving accepted leads unassigned — this flow records every accepted form submission and routes contact details directly to the assigned broker, so program coordinators and brokers can act within minutes. It reduces duplicate outreach and ensures assignment status is visible to sales ops immediately.