Add segmentation leads to CRM and route to advisers
Add segmentation leads to CRM and route to advisers
Your funnel lead submissions lack routing context, so advisers miss high-intent enquiries. Create CRM contacts and notify assigned advisers to start follow-up within minutes.
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Overview
High-intent mortgage enquiries cool quickly and lose value when they sit unprocessed. This flow turns funnel responses into CRM contacts and emails the right adviser automatically so follow-up begins within minutes.