Update contact to qualified stage and add note
Update contact to qualified stage and add note
Your incoming text leads lack qualification and context, so agents can't prioritize callbacks or prepare outreach. Get contacts moved to a qualified stage with notes and tags for same-day follow-up.
Overview
When inbound texts arrive without context, reps waste time hunting for history and miss quick opportunities. This flow moves each matched SMS into the contact record, logs the message and source, and advances the lead to a qualified stage so agents can prioritize callbacks within minutes.