Notify sales owner about trialist lead review request
Notify sales owner about trialist lead review request
Your trialist requests post in your intake channel without owner context, leaving reps unsure which leads need manual review. Get the right rep notified to act so decisions happen within minutes.
Overview
Trialist requests that land without owner context often sit unreviewed and eat up trial windows. This flow extracts the business identifier, finds the lead owner, and prompts them in-thread so reviews happen within minutes and fewer trials slip through.