Add archived lead note to CRM and notify team
Add archived lead note to CRM and notify team
Your archived lead rows lose CRM context when updated, leaving reps guessing about past enquiries. Add a searchable CRM note and alert sales so reps see history and act same day.
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Overview
Leads that get archived often lose the context reps need to follow up. This flow writes a searchable note to the contact and emails your sales inbox so reps have history and can act the same day.