Notify advisors of newly tagged contact for follow-up
Notify advisors of newly tagged contact for follow-up
Your advisors can't prepare when newly tagged social leads arrive without intake context, leaving outreach delayed. Alerts route to your intake coordinator so advisors can act within minutes.
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Overview
Tagged leads often sit idle while advisors wait for intake context, costing valuable contact time. This flow pushes immediate alerts to your intake coordinator and advisors so outreach begins within minutes and leads stay warm.