Add inbound messages to client roster and assign staff
Add inbound messages to client roster and assign staff
Your inbound messages without tracked assignments leave prospects unclaimed and delay outreach. You gain a populated client roster and assigned owner for each contact, ready for follow-up the same day.
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Overview
Inbound messages often create untracked prospects that slip through campaign workflows and slow outreach. This workflow captures each message as a roster entry and assigns an owner automatically, so coordinators can follow up within minutes and keep campaigns moving.