Keep IT informed when leads are sent to partners

IT admins see qualified leads miss referral flags, causing duplicate outreach and bad referral reports. This keeps partner status accurate so operations avoid duplicate outreach.

Overview

Missed referral flags lead to duplicate outreach, reporting gaps, and frustrated partners. This workflow ensures every qualified lead is marked as sent to partners, creating an auditable referral trail so operations avoid duplicate sends and reporting stays reliable.

Notable Features

Mark leads as sent to partner
Prevent duplicate partner outreach
Log referral status for reporting