Update prospect record with call details for intake
Update prospect record with call details for intake
Inbound call notes and recordings aren't attached to prospects, leaving intake reps blind. Attach call metadata to prospects so intake coordinators can prioritize callbacks same day.
Overview
When call details never reach the CRM, intake teams lose context and follow-ups slip. This flow attaches summaries, lead scores, and recordings directly to prospect records so intake coordinators can prioritize callbacks and book consults same day.