Create SMS contacts from new quote submissions now
Create SMS contacts from new quote submissions now
Inbound quote submissions don't become messaging contacts, so agents rekey numbers and miss timely follow-ups. Contacts are created automatically so teams can start SMS or calls the same day.
Overview
Incoming quick-quote submissions currently require manual entry, which slows outreach and wastes agent time. This flow creates messaging contacts automatically so campaign managers and contact center agents can begin SMS or call outreach the same day.