Send lead assignment notice to owner in chat
Send lead assignment notice to owner in chat
Your partner-referral leads lack owner alerts, leaving reps without account or referrer context when assignments change. This sends the owner clear lead and referrer details so reps can act the same day.
Overview
When partner-referral leads are reassigned, owners need context immediately or outreach stalls. This flow delivers the lead, account, and referrer details directly to the assigned rep in chat so outreach can start the same day.