Keep call-tracking lead statuses accurate for IT teams
Keep call-tracking lead statuses accurate for IT teams
IT admins see thumb up/down changes on the call board not mirrored to call-tracking, causing sales reps to miss qualified calls and distort pipeline reports. Ensuring sales reps follow up promptly.
Overview
Unsynchronized thumbs up/down statuses make sales follow-up unreliable and skew pipeline reporting. By updating call-tracking lead_status from the call board, IT ensures sales reps always see current qualification, driving faster follow-up and cleaner reports.
Notable Features
- Update call-tracking lead status
- Branch on thumbs up/down
- Notify sales reps of changes