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Create phone lead from reacted team message for intake

Create phone lead from reacted team message for intake

Reactions that tag call messages as leads often go unrecorded, leaving reps without context and delaying outreach. Capture reactions to create lead records so intake staff can follow up same day.

Create phone lead from reacted team message for intake

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Overview

When a teammate tags a call as a lead, it should become an actionable record—not something that sits in chat. This flow captures the reaction, populates a lead entry with call context, and gets intake staff working the lead the same day.

Create phone lead from reacted team message for intake