Add revival email notes and flag prospect status
Add revival email notes and flag prospect status
Your revived client email threads sit unlogged in your inbox, leaving follow-up context and prospect interest scattered. Log notes and flag prospects to restore context and enable next-day outreach.
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Overview
Old client conversations often live in inboxes without CRM context, which delays timely outreach and weakens client relationships. This flow captures revived threads and logs them to the correct contact record while flagging warm prospects so planners can resume outreach with full context before the next business day.