Create routed lead records and partner payment links

Your new lead records often arrive without partner assignment or payment links, forcing manual triage. Get routed partner records, payment links and updated tables so your intake team can act same day.

Overview

Leads that arrive unassigned require someone to find a partner and create a payment link, which wastes time and delays follow-up. This workflow assigns each lead to the best partner, issues a partner payment link, and updates your master table so intake coordinators can act the same day.