Send tailored sales alerts from new inquiry records
Send tailored sales alerts from new inquiry records
New merchant inquiry records arrive without routing, so reps can't prioritize high-value prospects. Prioritize with instant team alerts and updated record statuses so responses happen within your SLA.
Overview
Manual routing of merchant inquiries slows responses and lets high-value prospects cool off. This workflow routes each new inquiry to the right sales subteam and marks the record for tracking so reps can act within SLA and prioritize top merchants.