Send new advisor call events to onboarding team before outreach SLA lapses

Your advisor call bookings arrive without reliable contact linking, causing missed prep and delayed client outreach. Onboarding coordinators receive enriched client records and event alerts so outreach happens before outreach SLAs lapse.

Send new advisor call events to onboarding team before outreach SLA lapses

Send new advisor call events to onboarding team before outreach SLA lapses