Add document viewers to lead records for timely follow-up
Add document viewers to lead records for timely follow-up
Your prospects' document views go unrecorded, leaving brokers without context for outreach. Add and flag viewers so brokers can act on interest same day.
Overview
When prospects view your offering documents you need context fast — otherwise outreach is generic and slow. This flow records viewers as leads and flags high-engagement prospects so brokers can follow up the same day with tailored messaging.