Sales ops capture SMS conversations on lead records

Sales ops see SMS threads unlinked to leads, causing reps to miss context and deals to stall. Automatic logging attaches messages and updates lead status so reps prioritize follow-up.

Overview

Unlinked SMS threads leave reps without conversation context and let deals stall. This workflow ensures every inbound and outbound text is logged to the correct lead and its status updated, so reps have full history and prioritize outreach. The result is fewer missed follow-ups and manual entry eliminated from the sales process.

Notable Features

Attach SMS to lead records
Update lead status on message
Notify reps of unread SMS