Label incoming emails as existing client or new lead
Label incoming emails as existing client or new lead
Your inbox buries prospect and client messages, making prioritization slow and error-prone. See client vs lead status at a glance and route high-priority messages to the right owner same day.
Overview
Stop wasting reps' time on manual lookups; this flow flags inbound messages as client or prospect so team members see status without digging. That clarity speeds triage and ensures high-priority client or lead messages are routed and acted on the same day.