Record outbound SMS events by sales rep for reporting
Record outbound SMS events by sales rep for reporting
Your CRM's outbound SMS aren't grouped by rep, leaving campaign managers without clear outreach trends. It records each outbound SMS to your BI dashboard, giving ops same-day rep visibility.
Overview
When outbound SMS aren't captured per rep, your campaign reports and attribution blur and ops can't spot high-performing outreach. This workflow attributes each SMS to the lead and rep, feeding rep-level KPIs into your BI dashboard for same-day visibility and cleaner reporting.