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Route new referral rows to SDR claim channel

Route new referral rows to SDR claim channel

Your referral form rows go unclaimed, delaying outreach and causing duplicate contact attempts. Claimed referrals get an owner and are logged back to the referral sheet for follow-up within hours.

Route new referral rows to SDR claim channel

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Overview

Stop letting inbound referrals sit in a sheet and trigger duplicate outreach; this routes each row into a claim workflow so an SDR owns it and the owner is recorded back into the referral tracker. That delivers a clear owner and speeds first contact within hours.

Route new referral rows to SDR claim channel