Send referral intro emails to partner and lead
Send referral intro emails to partner and lead
Your referral form replies can sit in inboxes, delaying partner introductions and practice outreach. It delivers the referral to the selected partner and the practice so outreach begins within minutes.
Overview
Referrals that sit unprocessed mean slower partner introductions and colder leads. This flow routes each submission to the selected partner and the referred practice so outreach can begin within minutes and manual handoffs stop.