📧 Email Notification for Case Transfers and Referrals
Advisers will now receive an immediate email notification when a case is transferred or referred to them.
Triggered instantly upon transfer or referral.
Helps ensure no case handovers go unnoticed.
📧 Email Notification for New Leads
Never miss a new opportunity again. System Admins, Admin Assistants, and Managers will now receive an email when a new lead is successfully created via:
QR Code submissions
Introducer referrals
Third party integrations (via Lead API)
This ensures the right team members are promptly notified and can take timely action on every potential client.
🔎 Searchable Filters for Advisers and Introducers
You can now search filter dropdowns to quickly locate advisers or introducers:
Advisers Filter: Search by adviser name or team name.
Introducers Filter: Search by person name, company name, or location.
💵 Smart Currency Exchange Referral Prompt
Advisers with Smart Currency Exchange credentials will now see a referral prompt when a case moves to Decision in Principle.
This appears directly on the case summary screen.
Encourages timely client referrals to Smart Currency Exchange.
Feel free to reach out if you have any queries on the above
Thanks/Team Smartr365