Send lead details to assigned client and group

Your lead rows can leave partners without context, delaying outreach and losing homeowner interest. You receive full lead context sent to clients and the team, enabling outreach within 24 hours.

Overview

When leads are assigned, partners and reps need immediate context or outreach stalls and opportunities slip away. This flow delivers full lead details to the assigned client and notifies your team, so outreach starts within 24 hours and response SLAs are easier to meet.