Notify lead owner and team on new lead

New investment leads without owner alerts leave your reps without callback context or source details. Get assigned owners and sales ops notified for immediate triage and call within minutes.

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Overview

When a potential investment lead appears in your CRM, this flow makes sure the assigned rep and sales ops are alerted immediately so follow-up happens within minutes. That closes the gap between lead capture and first contact, ensuring high-priority prospects are triaged fast.