Create info pack PDF and email the assigned agent

New info-pack records in your lead table leave agents without ready materials, stalling outreach. It creates the tailored PDF and emails the assigned agent so outreach starts within minutes.

Overview

Stop letting leads wait for collateral—this flow builds the tailored info pack and routes it to the responsible agent so outreach can begin within minutes. That keeps campaign managers and sales coordinators confident materials are delivered same day and reduces lead response lag.