Business owners: Capture, tag, and route advisor leads
Business owners: Capture, tag, and route advisor leads
Business owners see advisor-assigned prospect emails buried, causing missed follow-ups and stalled deals. Contacts are added and tagged with the correct advisor so marketing and advisors act quickly.
Overview
Business owners lose opportunities when advisor-assigned prospect emails sit untagged in inboxes. This workflow captures, enriches, and tags contacts with the right advisor so marketing and advisors begin personalized nurture and response times drop dramatically.
Notable Features
- Create or update contact records
- Tag prospects with assigned advisor
- Notify advisors of new leads