Add and tag trial callback leads into CRM list
Add and tag trial callback leads into CRM list
Your waiting-list sheet leaves trial prospects untagged and unprioritized, causing missed callbacks. It adds tagged leads so coordinators and sales reps can call same day.
Overview
Missed callbacks slow trial momentum and frustrate prospects; this flow captures waiting-list updates and creates prioritized, tagged leads for your trial coordinators. Within minutes of a sheet update, reps have actionable contact records so high-interest prospects are called same day.