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Create and assign incoming phone leads to agents

Create and assign incoming phone leads to agents

Your parsed phone inquiry emails include contact and vehicle details but often sit untriaged, delaying callbacks. Leads are created and assigned to an agent so reps can follow up same day.

Create and assign incoming phone leads to agents

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Overview

When parsed phone inquiries pile up untriaged, callbacks slip and prospects cool off. This flow captures parsed contact and vehicle details, selects an available agent, and creates an assigned CRM lead so reps can follow up same day.

Create and assign incoming phone leads to agents