Create sales opportunities from social leads for follow-up
Create sales opportunities from social leads for follow-up
Your social leads often arrive without opportunity records or SMS consent, leaving reps with incomplete contact context and slowing outreach. Leads are enriched and routed to sales for same-day follow-up.
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Overview
When social leads arrive without consent or attribution, manual triage eats time and first-touch windows close. This flow captures those leads as CRM opportunities with consent flags and campaign context so reps can outreach the same day with accurate messaging.