Update lead phone and notify assigned adviser immediately
Update lead phone and notify assigned adviser immediately
You get wrong-number alerts for leads, leaving phone fields stale and advisers unable to reach prospects. It updates CRM phone fields and notifies owners so calls occur same day.
Overview
Stale phone numbers stall outreach and waste adviser time; this flow fixes incoming wrong-number responses, updates lead records, and pings the assigned adviser. That means advisers get a corrected phone and an alert so they can call the prospect the same day.