Create qualified lead items from CRM group assignments
Create qualified lead items from CRM group assignments
Your CRM group adds for qualified contacts pile up unprocessed, leaving leads unassigned and intake stalled. They are added to your intake board for fast assignment and same-day outreach.
Overview
When a contact is tagged qualified in your CRM, follow-up needs to happen immediately or prospects slip away. This flow moves those contacts into your intake board automatically, so you or your intake staff can assign and contact them the same day.