Add qualifying form leads and SMS alert owners
Add qualifying form leads and SMS alert owners
Your form submissions aren't routed, leaving urgent personal-injury leads uncalled. They are added to your lead tracker and flagged for SMS alert so reps can contact them same day.
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Overview
When intake leads aren't routed or alerted, follow-up lags and cases slip away. This workflow captures qualified form signups into your lead tracker and sends immediate SMS alerts so intake staff can call prospects same day.