Inbound Lead Automation
Call Tracking & Recording
Calls are tracked and recorded through Callrail. A link to the recording is pushed to FUB via Zapier with a 45 minute delay. This means that the link is added and the call is logged 45 minutes after hangup.
Action Plans
- The Lead Flow page at FUB allows us to assign an initial Action Plan. It's important to check that all inbound leads have an initial flow.
- When an agent changes the stage of a lead, it will pause the old Action Plan and assign a new action plan. This is done through FUB Automations.