Escalations and follow-ups

What escalation emails are, when they show up, and how to avoid leads slipping through the cracks.

Last Updated: Feb 24, 2026

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What an escalation is

Escalations are closed-loop notifications that fire when a visitor indicates they weren’t contacted after submitting an inquiry, showing request, find-an-agent, seller inquiry, or financing inquiry.

What you should do when you receive one

  • Treat it as urgent: it indicates a breakdown in follow-up
  • Validate the original lead routing destination (wrong inbox is a common cause)
  • Fix the process (ownership and SLA), not just the one lead

Preventing escalations

  • Ensure lead notifications go to a monitored inbox
  • Confirm routing is correct after any staffing / process change