Alert IT when new contacts miss lead source metadata

IT staff see new customer records missing lead source, causing reporting gaps and misrouted follow-ups. Alerts notify ops and data owners so metadata is fixed and reports and routing remain accurate.

Overview

Missing lead-source metadata creates reporting gaps and misrouted follow-ups that undermine analytics and routing. This workflow routes blank-source contacts to IT and ops, creates review tasks, and notifies data owners so metadata is corrected before reports run, producing cleaner reporting and zero missed follow-ups.

Notable Features

Notify owners of missing metadata
Flag contacts lacking lead source
Create review task for data owners