Add assigned matter emails to outreach sequence for follow-up
Add assigned matter emails to outreach sequence for follow-up
You get assignment emails with client addresses but no follow-up task, causing ad hoc outreach. Add contacts into a timed outreach sequence so reps have contextual leads ready within hours.
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Overview
Assignment emails often contain valuable contacts that go unworked because there is no follow-up task. This flow captures those contacts and adds them to your outreach sequence so reps receive contextual leads ready for outreach within hours.