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Create messaging contact and record from lead form

Create messaging contact and record from lead form

Your Facebook lead forms arrive without an assigned adviser or messaging contact, causing intake delays. Leads are captured to a central prospect list and a messaging contact is created for same-day outreach.

Create messaging contact and record from lead form

Overview

When social leads arrive unassigned, intake stalls and interest cools. This flow captures each lead into your prospect masterlist, creates a messaging contact, and alerts the assigned adviser so reps can follow up same day.

Create messaging contact and record from lead form