Add parsed email leads to CRM with tags
Add parsed email leads to CRM with tags
Incoming parsed lead emails lack delivery-day context, so outreach timing is unclear and opportunities are missed. Adds contacts with weekend and holiday tags and notifies you for same-day follow-up.
Overview
When leads arrive over weekends or holidays, your small brokerage can miss timely outreach and revenue opportunities. This flow captures parsed email leads, tags them by delivery day or holiday status, and alerts you so follow-up happens the same day.