Add engagement tags and notes from homeowner digest

Your homeowner digest engagement events arrive without CRM context, leaving agents unable to prioritize leads or prep conversations. Agents can act on interest the same day.

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Overview

When homeowner digest interactions reach your systems without context, timely follow-up stalls and opportunities cool. This flow surfaces that activity directly on the contact record so agents and coordinators see engagement and act same day, keeping outreach timely and relevant.