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Add click note to lead and alert sales channel

When contact click events lack salesperson context, reps can't prioritize follow-up and opportunities stall. Add a CRM note and a sales channel alert so reps act on interest within minutes.

Add click note to lead and alert sales channel

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Overview

Prospects clicking links are high-intent signals but often go unnoticed; this flow writes a contextual note to the lead and pings your sales channel so reps see the activity instantly. That simple change helps reps prioritize warm outreach and act within minutes of the engagement.

Add click note to lead and alert sales channel