Send post-intro emails and SMS to broker and lead
Send post-intro emails and SMS to broker and lead
Your reps and brokers lack context when intro emails aren't reflected in deal records. This sends notifications to broker and lead and updates the deal record so follow-ups occur within business hours.
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Overview
Missed or untracked introductions slow pipeline momentum and frustrate both brokers and account teams; this flow ensures every intro email triggers immediate, contextual outreach and a record update. That means brokers, leads, and reps can act with the right context within business hours and keep deals progressing.