Update CRM deal and send follow-up SMS for new leads
Update CRM deal and send follow-up SMS for new leads
Your spreadsheet leads arrive without CRM deal context, leaving reps unprepared and delaying first outreach. Leads get a populated deal and follow-up SMS so reps can contact them same day.
Overview
When a lead hits your intake sheet it should become a populated pipeline item, not a silent row. This flow enriches the deal record and queues a follow-up SMS so reps can engage prospects same day.