Assign real estate leads to sales owners when flagged

Sales reps lose ownership of property leads, causing follow-up to slip and deals to stall. It routes flagged property contacts to the correct sales owner and clears the flag for single ownership.

Overview

Missed ownership on property leads lets prospects fall through the cracks and risks lost commissions. This workflow guarantees flagged property contacts are routed to the right sales owner and the flag is cleared, delivering clear ownership and faster first touch so reps can convert more leads.

Notable Features

Assign flagged leads to owners
Clear assignment flag after routing
Notify owner and log activity