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Assign monthly smartlist leads to primary agent rotation

Assign monthly smartlist leads to primary agent rotation

Your smart-list contacts often retain outdated owners, delaying follow-up and client outreach. Brokers receive current leads for outreach before the monthly campaign.

Assign monthly smartlist leads to primary agent rotation

Overview

Monthly smart lists tend to accumulate stale owners, which delays outreach and frustrates brokers. This flow automatically reassigns each smart-list contact to the configured broker so ownership is correct and outreach can start with the right person before your monthly campaign.

Assign monthly smartlist leads to primary agent rotation