Claude logs new leads from text screenshots
“I screenshot the text thread, tell Claude "create this lead in Follow Up Boss, log all the conversations and summarize it," and it runs in the background. It works from the phone.”Why it's useful: An Austin agent sends Claude screenshots of a lead's text thread and has it create the lead in Follow Up Boss with the conversation logged.
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Prompt from the post
create this lead in Follow Up Boss, log all the conversations and summarize it
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