Notify team of new self-serve leads for review
Notify team of new self-serve leads for review
Your self-serve lead records arrive without owner context, delaying qualification and follow-up for SMB prospects. Gain immediate notification and a tracking row so reps can review and act same day.
Overview
Self-serve signups must be triaged quickly or prospects cool off; this flow surfaces each lead with context and logs it for reporting. Your growth team gets the details and a tracking row so reps can review and act the same day.