Create tickover for inactive prospects and contacts now
Create tickover for inactive prospects and contacts now
You get intake records without routing, so inactive prospects sit unassigned and time‑sensitive opportunities cool. Receive tickover signals into your intake workflow so reassignment occurs same day.
Overview
When intake records lack routing, inactive prospects cool and advisors miss timely outreach. This flow ensures qualifying records emit a tickover signal so reassignment happens same day and pipeline movement is restored.