Add video series click notes to lead cards
Add video series click notes to lead cards
Your lead cards miss click details when prospects interact with video links, leaving agents without engagement signals. Capture clicks as card notes so agents can follow up same day.
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Overview
When prospects click a video in your nurture stream, that engagement often never reaches the people who should act. This workflow appends click notes and updates lead cards so campaign managers and agents see interest signals and can reach out the same day.