Create or attach deals from incoming prospect replies
Create or attach deals from incoming prospect replies
Your outreach replies arrive disconnected from deals, causing missed follow-ups and lost context for reps. They get linked to or create deals so reps have context and can follow up same day.
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Overview
When prospect replies land unlinked, reps waste time rebuilding context and opportunities cool. This flow ensures each incoming reply is attached to the right deal or creates one, so reps have immediate context and can follow up same day.