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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.

Add call notes to prospect scorecards in real time

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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.

Add call notes to prospect scorecards in real time