Send lead activity updates to owner and manager

Your lead activity updates without owners being alerted, so follow-up and finance notes go unnoticed. The workflow delivers push alerts and owner emails so your team can act on updates same day.

Overview

When finance or field staff add notes to a prospect, your leasing reps and owner need to see them immediately. This flow pushes alerts and emails to the assigned owner so the team can review and act on updates within minutes, reducing missed follow-ups same day.