Route new lead to outreach workflow for follow-up

Your POS loan leads lack outreach context, delaying follow-up and letting prospects go cold. Route new leads into your outreach workflow so sales can start contact within minutes.

Overview

When loan applicants aren't routed into outreach immediately, the initial contact window narrows and prospects cool off. This flow ensures each new POS lead is normalized and forwarded into your outreach engine so campaign managers and sales reps can begin targeted outreach within minutes.