Leads lost between channels
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Teams qualifying and following up with leads
Sales customer engagement
Keep leads moving with context, ownership and timely follow-ups.
Common communication challenges
Where the workflow tends to break.
Duplicate agent replies
Inconsistent follow-up
Recommended customer journey
A practical sequence for sales teams.
- 1
Capture enquiry
- 2
Qualify with a guided flow
- 3
Assign an owner
- 4
Schedule a consented follow-up
Sample CustomerProduct enquiry · Website form
Consent active- Lead source
- Product enquiry form
- Qualification
- Review scheduled
- Assigned agent
- Demo Agent
- Follow-up
- 08 Aug · 11:30 IST
TAGS
Product interestDemo requested
AUTOMATION ACTIVITY- Contact updated
- Lead tag added
- Follow-up scheduled
Recommended capabilities
Tools that match this journey.
Consent note for Sales
A lead enquiry does not grant unlimited promotional consent; match follow-up to the stated purpose.
Can multiple team members manage conversations?+
Multi-agent collaboration is planned, including assignment, notes, tags and conversation status.
Can I send promotional campaigns to any phone number?+
No. Campaigns must only be sent to recipients with valid, purpose-appropriate consent, subject to applicable rules.
How does customer opt-in work?+
Businesses should clearly identify themselves, explain message categories and keep records of freely given consent and withdrawal.
Does Vayreach guarantee approval?+
No. Access, templates, display names and messaging limits remain subject to Meta's requirements and review.