Add lead source and create follow-up tasks for owners

Your smart-view leads lack source tags and assigned tasks, so follow-up is inconsistent and pipeline stalls. Adds a source tag and creates owner tasks so reps act faster same day.

Add lead source and create follow-up tasks for owners

Overview

When leads hit your smart view without a source or assigned owner, outreach becomes inconsistent and pipeline velocity drops. This flow tags each lead and spins up owner tasks so reps have clear next actions the same day.

Add lead source and create follow-up tasks for owners