Create reply task for incoming leads with lost status
Create reply task for incoming leads with lost status
Incoming messages on leads go untriaged, leaving reps without clear next steps for response. Assign reply tasks to reps and coordinators so outreach happens same day.
Overview
Untriaged inbound messages on leads create blind spots and slow response times. This flow turns each qualifying incoming communication into a prioritized task routed to the right rep so outreach happens the same day and response SLAs are preserved.