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Create relocation referral and assign contact for follow-up

Create relocation referral and assign contact for follow-up

Your tagged relocation contacts often go unprocessed, causing missed handoffs and delayed outreach. Get referral records and move contacts to Assigned so coordinators can start outreach within minutes.

Create relocation referral and assign contact for follow-up

Overview

Tagged contacts intended for relocation frequently sit idle and create manual handoffs that slow response times. This flow converts those tags into standardized referral records and advances contacts to an Assigned stage so coordinators and agents can begin outreach within minutes.

Create relocation referral and assign contact for follow-up