Alert assigned agent for new portal lead risk
Alert assigned agent for new portal lead risk
New portal leads without logged outbound contact leave agents unable to prioritize and risk reassignment. Tag at-risk leads and post an alert so the assigned agent can respond within 30 minutes.
Overview
New inbound portal leads need immediate attention or they get reassigned. This flow automatically tags and alerts the assigned agent when no outbound contact appears, enabling response within your 30-minute SLA and preserving lead ownership.