For marketing ops: attach residence permits to lead records
For marketing ops: attach residence permits to lead records
Marketing ops coordinators lose residence-permit uploads, creating compliance gaps for onboarding. This attaches permits to the correct lead record so sales and ops begin onboarding with verified documentation.
Overview
Missing residence permits introduce compliance risk and slow onboarding handoffs. This workflow ensures uploaded permits attach to the correct lead record, eliminating verification gaps so marketing ops and sales start onboarding with verified documentation.
Notable Features
- Attach uploaded permits to leads
- Match form submissions to lead records
- Notify sales and ops on attachment