Trigger manual lead review workflow from updated leads

Your lead review records often miss the parent document link, causing manual follow-ups and stalled case reviews. Get structured review requests sent to your workflow so coordinators can act same day.

Overview

When review-status flags change, coordinators waste time chasing missing documents and external review intake is delayed. This workflow launches the review intake and alerts reviewers immediately so cases enter the review queue same day and SLAs stay on track.