Add team source and tag to new leads
Add team source and tag to new leads
Your incoming agent leads lack team source metadata, so routing and owner context is inconsistent for reps. Add team source type, source URL, and a team tag so reps get outreach context same day.
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Overview
When team-sourced leads arrive without consistent metadata, reps waste time confirming origin and outreach stalls. This flow automatically enriches each new lead with a team source type, source URL, and routing tag so reps have the context to act same day.