Add incoming call leads to triage and confirmations lists

Your inbound call leads arrive unstructured, leaving coordinators without triage context. Leads get recorded to triage and confirmation lists so you can assign owners same day.

Overview

Inbound call leads often arrive as unstructured messages, which slows campaign intake and wastes coordinator time. This flow captures each call as a triage or confirmation record so account directors can assign owners and start outreach the same day.