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Create follow-up task and alert agents on new lead

Create follow-up task and alert agents on new lead

Your new leads arrive in the lead portal without an assigned follow-up task or agent alert. Assign tasks and send SMS and Slack alerts so agents contact prospects same day.

Create follow-up task and alert agents on new lead

Overview

When new leads land without an owner, follow-up stalls and listings slip. This flow creates a task and pings your agents immediately so reps have an actionable next step and can reach prospects the same day.

Create follow-up task and alert agents on new lead