Cameron Rentch (cameron@internetthings.com)
2025-07-10 10:21:16

@deleted-U04HFGHL4RW @Ryan @deleted-U055HQT39PC @Mark Maniora please note we are going to start processing the Milestone tax leads for one of our other internal companies. We will be sending leads to LawRuler, performing intake and call transferring to their agents for follow up. For us to track properly I want all leads that are call transferred successfully to be put into e sign final status so that it is triggered and shows in our systems and slack. @Yan Ashrapov you will have to recognize that this is only for directional feedback for us on the media side and to easily know what has been transferred. We will get an additional follow up process to see complete results from leads we transfer.

@Mark Maniora Sobo is building intake now so please coordinate and get posting set up and tested but do not change lead delivery until we have a green light from everyone.

🆗 Mark Maniora, Ryan
🫡 deleted-U055HQT39PC
👍:skin_tone_4: Yan Ashrapov