Add new broker leads to source tracking table

Your incoming contacts lack consistent source and stage, leaving brokers unsure which leads to prioritize. It writes each new contact to a central source table so agents can prioritize outreach same day.

Overview

When new contacts arrive without source or stage context, agents waste time guessing priorities and follow-up slips. This flow captures each new contact and logs source, stage, and created date into a central table so brokers can assign follow-up and act on hot leads same day.