Sales ops: add high-value investors to referral program list

Sales ops miss referral opportunities when investor totals cross enrollment thresholds, leaving qualified referrers unenrolled and outreach delayed. It enrolls them for targeted marketing outreach.

Overview

Sales ops risk losing referral-ready investors when increases in investment go unnoticed. This workflow enrolls those investors into a referral participants list and alerts marketing so targeted outreach begins without manual work. The result is fewer missed referrers and faster campaign activation.

Notable Features

Detect investment threshold increases
Add investor to referral list
Notify marketing for targeted outreach