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Assign lead owner after first call status detected

Assign lead owner after first call status detected

Leads marked for call often lack an owner, causing handoff delays and unclear next steps for project intake. Assign owners automatically so project managers have context and can act same day.

Assign lead owner after first call status detected

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Overview

When leads enter a call-ready status but have no owner, handoffs stall and project kickoff slows. This flow sets the lead owner automatically so project managers receive context and can move prospects into delivery the same day.

Assign lead owner after first call status detected