Update lead priority and flags on pipeline board
Update lead priority and flags on pipeline board
Your tagged messenger users can leave associated lead rows unprioritized and unclear for follow-up. You get prioritized board updates so reps and campaign managers act the same day.
Overview
Tagged users from your messenger flows often don’t surface as prioritized rows on campaign boards, leaving reps unsure which leads to touch first. This flow writes priority and clears temporary flags so campaign managers and reps see and act on prioritized leads within minutes, improving same-day follow-up.