Help partner managers act on new prospects instantly

Partner managers lose referrals when partner interest forms sit in inbox, delaying follow-ups. Route each submission to the correct partner contact and alert managers so prospects are acted on quickly.

Overview

Missed partner referrals stall pipeline and strain partner relationships. This workflow routes partner interest submissions to the right partner contact and notifies partner managers, eliminating manual routing and ensuring prospects are acted on quickly. Customers report faster response times and zero missed handoffs.

Notable Features

Route prospects to correct partner
Notify partner managers instantly
Create lead record from submission