Create lead row and notify assigned adviser team
Create lead row and notify assigned adviser team
Your ad form leads arrive without adviser assignment, leaving reps without contact context. Leads are recorded and the chosen adviser receives an email so they can reply the same day.
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Overview
Unassigned ad leads slow outreach and let prospects go cold. This flow captures every incoming form, records it in your tracking sheet, and emails the chosen adviser so reps can respond the same day.