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Update and assign lead owner from outbound SMS activity

Update and assign lead owner from outbound SMS activity

Your leads often lack an owner after outbound SMS logs, leaving reps unsure who should follow up. Assign ownership automatically so reps can act the same day.

Update and assign lead owner from outbound SMS activity

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Overview

When outbound SMSes reference leads but ownership isn't set, follow-up responsibility becomes unclear and prospects stall. This flow assigns the sending user as the lead owner and updates the lead record so reps know who to call and can act the same day.

Update and assign lead owner from outbound SMS activity