Best Practices for Efficient Lead Handover Without Breaking Email Threads

Hey Clay team Quick question on lead handover best practices. What have you found to be the most efficient way to pass leads to clients or sales teams without breaking the email thread or hurting reply rates? Right now I’m testing shared Unibox access, but it gets messy fast and doesn’t feel scalable. Do you usually: • keep replies in the original sending inbox and sync to CRM • qualify first, then hand off warm leads • use CRM only for logging (not replying) • or something else that works well at scale Curious what’s actually working in real outbound ops. 😉