Send new lead intake email to assigned staff
Send new lead intake email to assigned staff
New lead intake records lack outreach context, forcing coordinators to hunt for details and delaying contact. This delivers lead context to assigned intake staff so outreach starts the same day.
Overview
When intake ownership changes, coordinators often waste time finding contact info and intake notes. This flow routes complete lead context to the assigned intake staff and CCs your intake mailbox so outreach can begin within minutes.