Create inbound inquiry leads from updated assessment records
Create inbound inquiry leads from updated assessment records
Your assessment records needing more information aren't converted to inquiry leads, so reps miss timely outreach. Create and route a lead to intake coordinators for same-day follow-up.
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Overview
Assessment records that require more information often fall out of the follow-up process; that gap costs timely outreach. This flow converts those records into inbound leads and routes them to intake coordinators, enabling same-day contact and clearer pipeline ownership.