Sales ops — alert assigned BDC reps when prospect advances
Sales ops — alert assigned BDC reps when prospect advances
Sales ops see BDC jobs reach Prospect and miss follow-ups, letting leads go cold. Notify the assigned BDC rep with contact and job details so follow-up starts quickly.
Overview
When BDC reps don't get prospect details, qualified leads go cold and pipeline health suffers. This workflow delivers contact and job information straight to the assigned rep and logs the handoff, ensuring faster follow-up and zero missed handoffs.
Notable Features
- Send assignment details to rep
- Attach contact and job fields
- Create follow-up task in CRM