Keep customer support ops alerted to assigned leads

Customer support ops miss assigned skip-tracing leads in sheets, causing follow-ups to delay and cases to stall. Email alerts notify assignees so tracing starts promptly.

Overview

Unnoticed skip-tracing leads create follow-up delays and stalled cases that frustrate customers and ops. This workflow gets assigned tracers notified by email and task, transforming handoffs so response times drop dramatically and no lead sits unaddressed.

Notable Features

Send email to assigned tracer
Include lead details and link
Create task in ticketing system