Attach matched lead record IDs to assessor intake rows
Attach matched lead record IDs to assessor intake rows
Your assessor intake records often lack linked lead IDs and emails, forcing manual lookups and delaying outreach. Get lead IDs and emails appended to intake rows for same-day routing.
Overview
When assessor intake rows arrive without linked lead IDs, teams spend time on manual matching and outreach is delayed. This flow finds matching lead records by address and appends IDs and emails so staff can route and contact customers same day.