For IT services: keep referral deals updated with GP appointments
For IT services: keep referral deals updated with GP appointments
Marketing ops at IT services lose referral context when GP appointment updates don't copy, causing partner follow-ups to slip. Ensure referring owners see appointment date and assigned GP/NP.
Overview
Missing referral details stall partner follow-ups and risk delayed onboarding for IT services firms. This workflow keeps referring deals updated with GP appointment date and assigned GP/NP so referral owners always have the context to act, reducing missed follow-ups.
Notable Features
- Copy appointment date to referrals
- Update assigned GP or NP
- Notify referral owners of changes