Send lead update alerts to concierge team for referrals

Your referral lead updates lack context, leaving concierge unable to set CRM stages or notes. Get contextual alerts so concierge updates records and preserves outreach the same day.

Overview

Referral lead updates often arrive without usable context, and your concierge team spends time chasing missing details. Route those updates into a single alert with a suggested CRM stage and notes so records get corrected and reps can follow up the same day.