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Add new pipeline opt-ins to call-and-text contact list

Add new pipeline opt-ins to call-and-text contact list

Your pipeline opt-ins arrive without phone/SMS routing, so outreach queues stall and enrollment prospects go cold. Get tagged contacts into your calling roster for outreach, follow-up within minutes.

Add new pipeline opt-ins to call-and-text contact list

Overview

When prospects hit your Opt-In pipeline stage they must be reachable immediately or enrollment momentum stalls and outreach windows close. This flow pushes those records into your calling and SMS roster with program tags so reps can start outreach within minutes.

Add new pipeline opt-ins to call-and-text contact list