Notify team of new referral deals in channel
Notify team of new referral deals in channel
Referral deals land in your CRM without triage, leaving campaign managers unsure who owns outreach or referral credit. Notifications put referrals before owners for timely action within minutes.
Overview
Referral deals require immediate visibility so campaign managers and revenue ops can act and assign credit. This flow surfaces each referral deal into your team channel within minutes, making ownership and next steps visible before outreach windows close.