Add high-value calculator leads to counselor outreach queue
Add high-value calculator leads to counselor outreach queue
Your debt calculator submissions that meet campaign thresholds aren't routed, so counselors lack priority context. The workflow sends vetted leads to your outreach queue for same-day outreach.
Workflow preview:
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Overview
When high-value calculator results come in, counselors need immediate context to convert. This flow filters campaign-qualified submissions and pushes them to your outreach queue so counselors can contact prospects same day.