Keep operations coordinators updated on keys pickup status

Operations coordinators miss pickup status when 'keys available' forms aren't logged, causing duplicate outreach. The workflow updates lead records and notifies sales and ops to coordinate pickups.

Overview

Missed key pickups lead to duplicate outreach and frustrated agents, risking customer satisfaction and broken handoffs. Marking leads as 'keys available' in the CRM and alerting sales and ops creates coordinated pickups, so response times drop and duplicate outreach is eliminated.

Notable Features

Update lead record on submission
Notify sales and ops instantly
Prevent duplicate outreach and handoffs