Mark consult call contacts as leads in CRM

You get consult call records with no prospect status, leaving reps unsure which contacts need follow-up. Assigning Lead preserves outreach priority and enables same-day prospecting.

Overview

Consults without prospect status leave reps guessing who to call next and dilute pipeline focus. This flow marks consult attendees as Leads and triages them into your sales queue, enabling same-day outreach and clearer coverage.