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Add booked-call leads to your marketing contact list

When leads move to Booked status in your CRM, your marketing sequences miss timely follow-up and offer eligibility. Add them to your marketing contacts so campaign managers can engage them same day.

Add booked-call leads to your marketing contact list

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Overview

Leads that reach a booked-call status are high intent but only valuable if marketing reaches them quickly. This flow moves those contacts into your marketing list and tags them for nurture, so campaign managers can engage booked prospects same day and preserve the conversion window.

Add booked-call leads to your marketing contact list