Send referral email, route submission, notify partner owner
Send referral email, route submission, notify partner owner
Partner referrals arrive untriaged, slowing coordinators. Confirmations go to referrers and owners are routed the submission for action within minutes.
Overview
Partner referrals often land untriaged, which frustrates partners and slows qualification. This flow sends immediate confirmations to referrers and routes details to the right owner, so partner coordinators can act on leads within minutes.