Business owners: route assigned merchants into rep nurture lists
Business owners: route assigned merchants into rep nurture lists
Business owners see assigned merchants stuck in Assigned status, causing warm leads to miss nurture. This adds merchants to each rep's nurture list so reps send targeted follow-up quickly.
Overview
Business owners risk losing warm merchants when assignments don't trigger nurture lists, letting outreach stall and deals cool. This workflow guarantees every assigned merchant lands in their rep's marketing list, removing manual list work so reps send targeted follow-up and zero nurture opportunities slip through.
Notable Features
- Route merchants by assigned rep
- Add merchants to rep nurture lists
- Alert reps to new assignments