Founding partners: route prospect SMS to intake channel
Founding partners: route prospect SMS to intake channel
Founding partners know intake coordinators miss prospect SMS attorney replies, leaving leads untriaged. Send SMS content to intake channel so coordinators triage promptly.
Overview
Founding partners risk losing prospects when attorney SMS replies go unread and intake triage stalls. This workflow pushes prospect SMS into the intake channel and updates your CRM, enabling faster triage and zero missed follow-ups.
Notable Features
- Post SMS into intake channel
- Format sender phone and links
- Highlight urgent attorney replies