Send confirmed SMS and tag qualified leads for follow-up

Your leads move to the qualified stage without consistent tagging or outreach, causing follow-up delays and lost momentum. This sends a confirmation SMS and adds tags so owners can act the same day.

Send confirmed SMS and tag qualified leads for follow-up

Overview

When a lead moves into a partner-qualified stage, it needs immediate confirmation or the prospect cools off. This flow tags the record and sends a confirmation SMS so owners see validated leads and can act the same day.

Send confirmed SMS and tag qualified leads for follow-up