Notify assigned advisor immediately when a new lead arrives

Your new lead rows arrive without owner alerts, leaving advisors unprepared for first contact. Get advisors a concise lead summary so they can follow up within minutes.

Overview

When new lead rows land in your lead table, advisors often miss first-touch windows because they don't get immediate context. This flow routes qualifying leads to the matched advisor and delivers a concise email summary so reps can respond within minutes.