Send new lead review email to unit owners

Your consultation leads enter CRM without unit context, leaving owners unable to triage quickly. Unit owners receive a formatted lead-review email with notes and files for same-day action.

Overview

Stop unit owners from chasing context after a new consultation lead hits CRM; this connects deal context, notes, and files to the right intake owner instantly. The result is faster triage and same-day routing so intake coordinators can act without delay.