Genius is too Eager
John Wahba
When a salesperson creates a new lead, our Genius immediately sends text / email AND creates tasks for the salesperson to reach out. This is overwhelming to the customer and unnecessary. Please delay Genius for at least a few hours to give the salesperson an opportunity to make contact.
Shelby Parker
Thanks for flagging this, John Wahba — totally hear you on how overwhelming that can feel for the customer when Genius fires off messages and tasks immediately. I’m sharing this with the team so we can review options like adding a delay window after lead creation, and we’ll follow up if we need any additional details from your side.