Send declined prospect alerts to your intake review channel
Send declined prospect alerts to your intake review channel
Your declined prospects aren't surfaced to intake, causing duplicate outreach and wasted attorney hours. Notifications go to your intake channel so outreach stops same day.
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Overview
When a prospect is marked declined, your intake team needs to know immediately so outreach stops and attorney time is preserved. This workflow posts decline notices to your intake channel so outreach halts same day and owners stay informed.