Send advisor notification and follow-up for approved website leads
Send advisor notification and follow-up for approved website leads
Your approved website leads sometimes fail to notify advisors, delaying outreach and losing momentum. It sends assignment and escalation emails so advisors contact prospects same day.
Overview
When approved website leads aren't routed, outreach windows close and advisors lose momentum on high-value prospects. This flow delivers assignment emails and timed reminders so advisors follow up same day and managers immediately see overdue cases.