Legal marketing: tag and advance referral leads in CRM
Legal marketing: tag and advance referral leads in CRM
Marketing ops see referral confirmations lost in messages, causing untagged prospects. The workflow adds a referral note and advances the CRM deal so sales reps can prioritize follow-up.
Overview
Referral confirmations buried in messages cause law firms to lose warm prospects and frustrate referral partners. This workflow tags confirmations, creates a referral note, and advances the CRM deal to a referral stage so sales reps prioritize follow-up and response times improve noticeably.
Notable Features
- Add referral note to the deal
- Advance deal to referral stage
- Notify assigned sales rep