Project managers mark engaged leads when prospects SMS reply
Project managers mark engaged leads when prospects SMS reply
Project managers lose engaged prospects when SMS replies aren't logged, causing missed follow-ups. This workflow marks lead records on SMS replies so sales reps spot engagement and prioritize outreach.
Overview
Project managers risk losing prospects when SMS replies go unrecorded and follow-ups slip. This workflow ensures every inbound SMS flips a visible flag on the lead record so sales reps see engagement and act, driving faster response times and eliminating missed follow-ups.
Notable Features
- Flag lead records on reply
- Notify assigned sales reps
- Prevent updating for opt-outs