Tag Wrong Numbers On Sales Calls


A sales process had a lot of moving parts. You’re reaching out to deals, moving deals between pipelines, and passing deals to the right owner, to name just a few things. It’s easy for things to slip through the cracks if you’re not careful. And a wrong number that keeps getting kicked down the line just keeps wasting more and more time, so stop it early when you can with this automation. This is a great way to follow up on a completed task.

This automation tags contacts with “wrong number” when a call type task is completed with the outcome of “wrong number.” Feel free to add more actions to align this even further with your unique sales process.

Here’s how Tag Wrong Numbers On Sales Calls works:
1. The automation is triggered when a call task is completed with an outcome of “wrong number”.
2. The contact then arrives at an add tag action, where they are tagged with “Wrong number”.
3. The contact exits the automation.

Note: The tag being added is to avoid others calling the wrong number, but you can build out other actions such as deducting points from a lead score or reaching out to the deal via email to request an updated phone number.

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