Add call notes to prospect scorecards in real time
Add call notes to prospect scorecards in real time
Your inbound call notes and dispositions aren't captured on prospect scorecards, so campaign managers and reps lack the context to prioritize leads. Keep scorecards current so marketing managers can prioritize hot prospects same day.
Workflow preview:
Zap details:
Overview
When call notes and dispositions don't land on the prospect scorecard, campaign managers lose priority context and outreach stalls. This flow brings call notes, timestamps, and priority into your central scorecard so marketing can see and act on hot leads within minutes for same-day follow-up.