Create follow-up SMS and set lead status
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.
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.