Log incoming SMS and voicemails to contact history
Log incoming SMS and voicemails to contact history
Your inbound phone and SMS messages sit outside contact timelines, leaving reps without context. They are added to contact timelines so reps can respond with full context within minutes.
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Overview
Inbound texts and voicemails often miss the CRM, leaving reps without context and slowing follow-up. This flow attaches each message to the correct contact timeline so account managers can reply with full context and close gaps within minutes.