Send deal details to centre via email and message

Your deals sent for centre handoff often lack contact details and context, leaving coordinators unable to triage prospects. Get complete lead context to each centre for same-day intake and handoff.

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Overview

When deals need handoff to local centres, missing contact details and slow routing cost enrollment momentum; this flow delivers the right lead packet directly to centre contacts and coordinators. That lets your operations team start intake and follow up on the same day.