Route new partner leads to partner inbox and ops

Your incoming leads sometimes fail to reach partners, causing late outreach and missed bookings. This routes complete contact and qualification details to partners and ops for same-day follow-up.

Overview

When leads don't reliably reach partners, outreach stalls and partners lose confidence. This flow packages the full contact and qualification details and delivers them to the partner and ops team so partners can act the same day and operations keeps an auditable tracking record.