Add tagged chat leads to dealer lead list

Your messaging leads lack structured contact and campaign context, so advisors can't triage prospects. This captures tagged contacts into a dealer list and notifies partners for same-day follow-up.

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Overview

Tagged messaging prospects often bypass capture and leave advisors without campaign context, slowing handoffs and follow-up. This flow writes each tagged contact to a shared dealer lead list and emails the ADF to your vendor partner, enabling same-day contact and clearer handoffs.