Trigger broker outreach from updated prospect records today

You see prospect updates without broker handoff, which stalls referrals and leaves prospects waiting for outreach. This routes qualifying updates to broker outreach so brokers are contacted the same day.

Trigger broker outreach from updated prospect records today

Overview

If prospect records change but broker handoffs aren’t triggered, referral chances slip and response times grow. This flow guarantees qualifying updates kick off the broker-outreach sub-workflow immediately, so broker relations get actionable referrals and prospects are contacted the same day.

Trigger broker outreach from updated prospect records today