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.

Create tickover for inactive prospects and contacts now

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.

Create tickover for inactive prospects and contacts now