Add recent merchant contacts to sales lead queue
Add recent merchant contacts to sales lead queue
Your recently flagged merchant contacts sit unprocessed and delay first outreach and qualification. The workflow routes those contacts into lead intake so reps can engage the same day.
Overview
Flagged merchant contacts often sit idle and cost you first-touch momentum; this flow pushes those contacts straight into lead intake within minutes. That gives reps context to engage the same day and keeps prospect handoffs fast and reliable.