Add intake guidance notes to new inbound leads

Your inbound leads arrive without call context, leaving agents unsure how to prioritize or respond. Add guided notes and labels so agents act faster and complete first outreach same day.

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Overview

Inbound call leads often arrive with no context, slowing agent response and costing time. This flow attaches caller guidance and a quality label to new lead records so agents know exactly what to do and can complete first outreach the same day.