Keep sales ops alerted when 'Please Advise' leads appear

Sales ops miss leads when Status becomes 'Please Advise Sent', causing case teams to miss follow-ups and fragment records. Create a centralized advisory entry so sales ops triage and track follow-up.

Overview

Leads tagged "Please Advise Sent" often get lost between systems, creating handoff gaps and missed responses. This workflow captures each status change into a single advisory table so sales ops and case teams triage with full context, delivering zero missed follow-ups and cleaner handoffs.

Notable Features

Create advisory case records
Notify sales ops and case teams
Include lead context and notes