Health & wellness IT: keep SDR leads in follow-up
Health & wellness IT: keep SDR leads in follow-up
SDRs at wellness clinics miss redistributed contacts, causing new patient consults to be lost. Enroll redistributed contacts into the SDR follow-up flow so reps route and act on leads within minutes.
Overview
Wellness clinics risk losing patient consults when redistributed leads sit untriaged. This workflow ensures redistributed contacts are enrolled in the SDR follow-up flow and routed to reps without manual handoffs, delivering faster response times and eliminating missed follow-ups.
Notable Features
- Enroll redistributed contacts into follow-up
- Notify the assigned SDR immediately
- Create contact records in your CRM