Send new lead notifications to partner inboxes for routing
Send new lead notifications to partner inboxes for routing
Your incoming lead submissions arrive without partner routing details, so partners can't respond quickly. It sends formatted lead details to regional partner inboxes so they can act the same day.
Overview
When partners receive incomplete lead details, outreach stalls and opportunities cool off. This flow sends clean, regional lead packets to the right inbox instantly and records the handoff for operations, enabling same-day partner response.