Assign site visit leads and post team alerts
Assign site visit leads and post team alerts
Your site visit form submissions arrive without owner context, causing delayed follow-up and missed visits. Assignments and channel alerts give reps visit details so they can prepare within minutes.
Overview
When site-visit requests arrive without owner context, local reps scramble and customers wait. This workflow assigns requests to the right owner and posts visit details to your ops channel, so reps are prepared within minutes.