Add new ad lead to prospect list and notify adviser

Your social ad leads lack adviser assignment and consolidated contact data, causing manual lookup and slow outreach. Leads get assigned, logged, and messaged so advisers can follow up same day.

Overview

Cold social leads often sit unassigned while advisers perform manual lookups; this flow assigns each lead, logs a prospect record, and delivers an initial message so advisers have context and can follow up same day. It transforms ad responses into actionable prospects with minimal manual work and faster first contact.