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Create follow-up tasks and tag new website leads

Create follow-up tasks and tag new website leads

Your website registrations arrive without time context, so reps miss contact windows and prospects go cold. Tags and scheduled follow-up tasks ensure agents reach out within the same day.

Create follow-up tasks and tag new website leads

Overview

Website leads arriving at odd hours often get contacted at the wrong time, costing you responsiveness. This flow tags each lead by submission hour, creates a prioritized follow-up task, and schedules night leads for morning outreach so agents act within the same day.

Create follow-up tasks and tag new website leads