Project managers receive referral assignment alerts with context
Project managers receive referral assignment alerts with context
Project managers lose referral context when rows are added, causing outreach delays. Channel alerts deliver deal and contact details to inside-sales so reps start outreach before interest decays.
Overview
Missing referral context forces reps into manual lookups and delays outreach. This workflow posts rich, owner-aware alerts to the inside-sales channel with deal and contact context, eliminating manual chasing so reps can start outreach before interest decays.
Notable Features
- Send rich channel notifications instantly
- Populate messages with deal and contact
- Assign owner and update deal stage