Send timely follow-up SMS and add new contact record
Send timely follow-up SMS and add new contact record
When leads enter a pipeline stage, reps lack contact details and immediate outreach, causing slow follow-up. This ensures prospects are contacted promptly, within 20 minutes.
Overview
When leads move stages without immediate touch, outreach becomes inconsistent and prospects cool. This flow saves the lead as a contact and triggers a follow-up SMS within 20 minutes, turning stage moves into timely prospect conversations.