Add 15-minute and overnight follow-up tags to leads
Add 15-minute and overnight follow-up tags to leads
Your portal leads miss timely callbacks and overnight attention, leaving prospects uncontacted. Tagged leads are prioritized for agent callbacks and overnight triage within minutes.
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Overview
When portal leads aren’t immediately flagged, agents waste time triaging and prospects grow cold. This flow automatically marks inbound portal leads for 15-minute and overnight follow-up so agents prioritize callbacks and ensure responses within minutes.