Route rejected and completed leads to partners for sales reps
Route rejected and completed leads to partners for sales reps
Sales reps marking leads rejected or completed let referrals age, causing missed follow-up and unclear ownership. This forwards those leads to partner ops so referral teams start outreach quickly.
Overview
Rejected leads left in intake create leakage and unclear ownership, letting follow-ups fall through the cracks. This workflow routes every rejected or completed lead to partner ops, eliminating missed follow-ups and ensuring referral teams begin outreach quickly.
Notable Features
- Forward rejected and completed leads
- Filter by intake status before forwarding
- Notify partner ops with lead details