Project managers notify partners when lead status changes

Referral coordinators miss partner handoffs when referral status changes, risking stalled conversions. It sends full lead and contact details to partners and coordinators so follow-up happens quickly.

Overview

Referral handoffs fail and deals stall when partners don't receive full lead details. This workflow delivers complete contact and case information to referral partners and coordinators so follow-up happens quickly and conversion opportunities don't slip. Expect faster response times and far fewer missed follow-ups.

Notable Features

Notify referral partners with full details
Alert referral coordinators on status change
Attach lead and case details