Update lead temperature tag from call notes entries
Update lead temperature tag from call notes entries
Your call notes lack a standardized warmth tag, so reps miss which prospects are hottest and outreach timing slips. Standardized temperature tags let consultants prioritize follow-ups same day.
Overview
When warmth cues are buried in freeform call notes, reps can't see who to call back first and outreach lags. This workflow standardizes those cues into a visible lead temperature on the record so consultants can prioritize and contact hottest prospects the same day.