Mark 10‑minute intro calls as leads on client records
Mark 10‑minute intro calls as leads on client records
Your call log creates new call entries that leave contact status unchanged, so reps miss priority context for follow-up. Update client records to lead status so reps can prioritize outreach same day.
Overview
Short intro calls are high‑value but often don't change contact status, leaving reps without a clear next step. This flow flags matching client records as lead status so reps see priorities in the CRM and can follow up same day.