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Send expert channel alert for newly assigned lead

You receive lead assignments without a clear expert alert, leaving inbound requests untriaged. This routes the request to the assigned expert and updates the record so coordinators can act same day.

Send expert channel alert for newly assigned lead

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Overview

Unnotified lead assignments stall triage and slow response from specialists. This flow pushes a clear alert to the assigned expert, mirrors it for ops, and writes the message back to the record so coordinators can act same day or reroute if unanswered.

Send expert channel alert for newly assigned lead