Create lead record and prospect card from responses
Create lead record and prospect card from responses
Your video form responses arrive without structured contact or task context, causing prospects to go untracked. They are added to your prospect list and an intake card is created for same-day follow-up.
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Overview
When video replies lack contact context, advisers can’t act quickly and prospects cool off. This flow captures each reply as a prospect record and creates an intake card so follow-up happens same day and ownership is clear.