Forward qualifying customer forms to partners

Support agents lose partner-bound form submissions, causing delayed replies and unhappy customers. That delivers qualifying forms to partner inboxes so partner support can respond quickly and avoid handoffs.

Forward qualifying customer forms to partners

Overview

When partner-bound enquiries slip through, support agents escalate and customers come back frustrated. This flow delivers qualifying form submissions straight to retail partner inboxes so partner support responds quickly, preventing missed handoffs and creating a clear audit trail.

Notable Features

  • Forward qualifying submissions to partners
  • Include customer info and attachments
  • Route only partner-relevant inquiries

Forward qualifying customer forms to partners