Create follow-up task for new referral leads today
Create follow-up task for new referral leads today
Referral submissions arrive unassigned, leaving guests uncontacted and lash bookings missed. Create customer records and assign outreach tasks so staff can contact referrals same day.
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Overview
When referral submissions arrive without an owner, guests go uncontacted and bookings are lost. This flow captures each referral as a customer record and creates a priority follow-up task so your front-desk or technicians can reach prospects the same day.