Using workflow automation to manage inbound leads and service requests

ashleyharve
Tera Contributor

Automating how inbound requests are captured and routed saves a lot of manual effort, especially when calls, forms, and chats all come in at once. I’ve applied similar logic from ITSM workflows to lead management, where prioritization and clear ownership matter. Tracking the full journey helps spot bottlenecks fast. Integrating tools like Phonexa into a structured workflow makes reporting cleaner and follow-ups far more consistent.

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