Create follow-up SMS and set lead status

Tagged inquiries and unclear service choices leave reps without context, causing delayed follow-up and missed bookings. You get an SMS and the lead set to cold so reps can act with context same day.

Create follow-up SMS and set lead status

Overview

When tagged inquiries arrive without clear service context, reps waste time guessing next steps and opportunities slip. This flow sends a targeted SMS and marks the lead cold so service advisors get context and can act same day, improving booking readiness.

Create follow-up SMS and set lead status