Update deal stage when lead replies by SMS
Update deal stage when lead replies by SMS
Untracked SMS replies from prospects leave deal stages outdated and reps unaware of new interest. Move replied deals into your responded pipeline stage so reps can act same day.
Overview
When prospects reply by SMS, your pipeline should reflect that interest immediately instead of hours later. This flow updates the deal stage and clears the interim lead row so reps see responded deals and can follow up same day.