Create contact engagement notes from lead activity in CRM
Create contact engagement notes from lead activity in CRM
You miss lead messages when two-way text activity isn't logged, leaving reps without context. It appends messages as engagement notes so reps see context before follow-up within minutes.
Overview
When two-way lead conversations aren't logged, reps lack the context needed to convert quickly and consistently. This flow records each activity as a CRM engagement so reps see recent messages and can act on leads within minutes.