Update lead tracking row after phone call completes
Update lead tracking row after phone call completes
Your phone leads arrive without updated campaign or contact context, causing slow or mis-prioritized callbacks. This keeps lead rows current so coordinators can follow up within the hour.
Overview
When intake coordinators don't have campaign or caller context, callbacks are delayed and follow-up quality suffers; this workflow enriches lead rows with call and marketing details one hour after completion. Coordinators see updated records and can return calls the same day with full context.