Mark qualifying text inquiries as done in CRM

Your SMS booking requests arrive without pipeline status, causing missed scheduling and duplicate outreach. They are marked done in your lead table so originators can prioritize responses same day.

Mark qualifying text inquiries as done in CRM

Overview

Inbound SMS booking requests often require immediate attention, but manual triage creates delays and duplicate outreach. This flow marks qualifying SMS leads as done in your lead table so originators can prioritize and schedule meetings the same day.

Mark qualifying text inquiries as done in CRM