Add lead guidance notes to portal-sourced lead records
Add lead guidance notes to portal-sourced lead records
Your portal leads arrive without agent guidance, so first calls are delayed and contacts go cold. Add guidance notes so agents call within minutes, improving contact outcomes same day.
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Overview
Third-party portal leads often go cold if agents don’t get immediate context. This workflow inserts a short coaching note on each portal lead so agents can call within minutes and lift same-day contact rates.