For wellness studios: Attach referral codes to company records

Business owners at wellness studios lose referral attribution when spreadsheet sign-ups aren't linked to company records, causing missed follow-ups. This workflow attaches referral codes and reps to records for quick follow-up.

Overview

Wellness studios miss revenue when referral sources and rep assignments fall through the cracks. This workflow ensures referral codes and rep ownership are recorded on company records, enabling reps to prioritize warm leads and avoid missed follow-ups.

Notable Features

Attach referral codes to records
Assign sales reps to companies
Notify reps of new referrals