Keep sales reps on top of new inquiry events

Sales reps miss contacts from third-party lead sources, causing inquiries to be overlooked and deals to stall. This logs each new contact as an inquiry event so reps get context and prioritize follow-up.

Overview

Third-party leads can slip past sales reps, letting competitors respond first and deals stall. This workflow records every new contact as an inquiry event and surfaces source and context so reps prioritize outreach and avoid missed follow-ups.

Notable Features

Create inquiry events in CRM
Attach contact source and details
Notify assigned rep with context