Add incoming SMS as CRM note to deal
Add incoming SMS as CRM note to deal
Incoming tenant SMS often arrive without deal context, so your sales team can't prioritize replies. Log inbound messages to the relevant deal so reps see conversation context and respond same day.
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Overview
Inbound tenant texts are high-intent and often lack deal context, which slows follow-up and costs bookings. This flow records every SMS as a note on the matching deal so reps see conversation history and can reply same day, turning missed inquiries into timely outreach.