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Update deal records with prospect intent for leads

Update deal records with prospect intent for leads

Your inbound lead notes often omit prospect intent, leaving deals misclassified and outreach delayed. It tags deals with the correct prospect type so your team can prioritize outreach the same day.

Update deal records with prospect intent for leads

Overview

Misclassified homeowner and solicitor inquiries waste outreach time and slow bookings; this flow classifies freeform lead notes and updates deal pipelines so reps know which prospects to prioritize. That results in clearer handoffs and same-day follow-up for service-ready leads.

Update deal records with prospect intent for leads