Create sales lead from validated referral submissions today
Create sales lead from validated referral submissions today
Your validated referral leads live outside your CRM and delay adviser outreach. They become CRM leads so advisers can start follow-up within minutes of validation.
Overview
When validated referral leads appear, this flow turns them into CRM leads immediately so advisers can maintain momentum on mortgage and wealth opportunities. It ensures referral details reach the right owner in minutes, enabling same-day outreach and faster case progression.