Add qualifying investor contacts to referral list today

Your contacts with updated investments may miss referral qualification, leaving advocates unengaged and campaigns underfilled. Adds qualifying contacts to your referral participant list so teams can contact advocates same day.

Overview

High-value investor updates are a primary source of referrals, but manual qualification delays outreach and rewards. This flow automatically enrolls qualifying contacts into your referral participant list, letting sales ops and referral managers reach advocates the same day to preserve momentum.