For IT: Route rate-alert enrollments to assigned advisors
For IT: Route rate-alert enrollments to assigned advisors
IT administrators miss notifying advisors when customers enroll in rate alerts, causing missed outreach on time-sensitive financing. This workflow delivers enrollment notices to the assigned advisor and advisory channel so advisors can follow up quickly.
Overview
Missed rate-alert enrollments mean advisors lose timely financing conversations. This workflow ensures the assigned advisor and advisory channel receive enrollment notices so follow-up happens quickly and opportunities aren’t missed, while IT keeps a traceable event log tied back to your CRM.
Notable Features
- Send advisor direct messages
- Post enrollment alerts to channel
- Include customer profile link