Create new lead rows from completed calls and recordings

Completed call recordings and caller details often sit scattered, leaving reps without context for estimates. The lead sheet receives call context so reps can follow up same day.

Overview

Inbound calls are only valuable when reps have context immediately; scattered recordings and missing caller details slow estimates and callbacks. This workflow funnels completed call details and recordings into a central lead sheet so reps can see call context and follow up same day.