Update lead potential from published chat activity for reps
Update lead potential from published chat activity for reps
You get chat activity without mapped lead potential, leaving reps without priority context for outreach. Gain consistent lead potential on records so owners can triage and act same day.
Overview
When chat interactions don't surface in lead records, reps waste time deciding who to contact and which leads to prioritize. This flow writes chat-derived potential into the lead, creates a review activity, and flags the owner's task so reps can triage and act on the right leads the same day.