Route new appointment claims to regional team channels
Route new appointment claims to regional team channels
Your appointment form entries lack routing and a quick accept link for ISAs. This posts the claim to the correct regional team and updates the lead so assignments are accepted same day.
Overview
When appointment claims arrive without routing or an easy accept link, ISAs waste time finding context and assignments get delayed. This flow delivers claim links and lead context into the right regional channel and updates the CRM so assignments are claimed within minutes.