Help sales ops send disclosure signature requests to prospects
Help sales ops send disclosure signature requests to prospects
Sales ops watch prospects stall when disclosure requests go unsent. This flow emails disclosure signature requests to domestic prospects after form submission so sales ops can qualify leads faster.
Overview
Prospective franchisees stall the pipeline when disclosure packets aren’t sent promptly. This flow issues disclosure signature requests after interest form submission, letting sales ops advance and qualify leads with faster response times and cleaner CRM records.
Notable Features
- Send disclosure requests on form submit
- Filter for domestic prospective franchisees
- Create CRM lead and tag