Send new partner lead alerts to your broker channel
Send new partner lead alerts to your broker channel
Partner leads reach CRM without broker channel context, so brokers miss assignment cues. This posts concise lead alerts to your broker channel so follow-up starts same day.
Overview
Partner leads can stall when assignment context doesn't reach brokers; this routes partner-sourced records into your broker channel so owners see source and assignment instantly. That means reps get the context they need and follow-up can begin same day.