Add closed messaging leads to clinic nurture list
Add closed messaging leads to clinic nurture list
Your closed chat leads go unlogged, leaving intake coordinators without contact details or conversation context. Add them to your nurture list and CRM so staff can follow up same day.
Overview
Closed messaging conversations should feed your nurture list and dashboard so intake coordinators can follow up without hunting for context. This flow captures those contacts, updates your leads sheet, and pushes them into your email/SMS list for same-day outreach.