Add new CRM contacts to regional tracking table
Add new CRM contacts to regional tracking table
You don't see new property leads from the CRM in your regional tracker, so owner assignments slip and showings get missed. They are copied into your tracking table for review and same-day assignment.
Overview
When new property leads are created in your CRM but not tracked regionally, follow-up stalls and conversion windows close. This flow copies each new contact into your regional tracking table so managers can review and assign leads the same day.