Skip to content

Create prospect records from tagged inbound calls for leads

Your inbound call leads without CRM records leave follow-ups blind and slow move-in decisions. Capture and attach call details so community managers can contact prospects same day.

Create prospect records from tagged inbound calls for leads

Overview

Unlogged inbound calls are missed opportunities that slow occupancy and frustrate community staff. This flow captures call details, maps each call to the right community, and creates a prospect record so managers can contact leads the same day.

Create prospect records from tagged inbound calls for leads