Skip to content

Add high-intent contacts to named prospect handoff list

Your contacts flagged with a buy-intent tag miss prioritization and sit untriaged in CRM. They are routed into a prospect table so sales ops can follow up same day.

Add high-intent contacts to named prospect handoff list

Workflow preview:

Zap details:

Overview

When a contact shows explicit buy intent, it should enter a sales-ready queue instead of languishing in CRM. This flow routes those contacts into a dedicated prospect table so sales ops and account execs can begin outreach the same day.

Add high-intent contacts to named prospect handoff list