Add lead source and create follow-up tasks for owners
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.
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.