Keep IT in control of hot lead routing
Keep IT in control of hot lead routing
IT admins see advisor signups miss sales, letting hot prospects go cold and deals stall. This workflow creates or finds HOT leads and notifies sales to prioritize, enabling faster qualification.
Overview
Advisor-requesting signups slipping past sales erode pipeline momentum and let competitors engage first. This workflow ensures those users become HOT leads and alert sales for priority outreach, eliminating missed follow-ups while IT retains control of the integration.
Notable Features
- Create or find lead records
- Mark advisor signups as HOT
- Notify sales reps for priority follow-up