Log inbound messages to lead and pause outreach
Log inbound messages to lead and pause outreach
Your incoming prospect and client messages land outside CRM and lack context, causing duplicate outreach and advisor confusion. Capture messages and pause sequences so advisors act same day.
Overview
Stop accidental duplicate outreach and keep advisors prepared by capturing inbound messages directly on the lead record. Messages are logged and sequences paused within minutes so your advisors act with full context before follow-up.