Investment attorneys capture Will & Trust download leads
Investment attorneys capture Will & Trust download leads
Investment attorneys lose prospects when older Will & Trust downloads go untracked, risking lost retainers. It creates CRM leads and alerts the owner so follow-up captures client interest.
Overview
Legacy download forms let prospects slip and put potential retainers at risk. This workflow captures each Will & Trust download as a CRM lead and routes it to the right rep so follow-up happens quickly and client conversations are captured. Firms report faster response times and zero missed follow-ups after deploying similar flows.
Notable Features
- Create CRM leads from downloads
- Assign leads to owner automatically
- Send alerts to assigned rep