Brokers: keep lead notes and source up to date in CRM

Brokers lose leads when notes and source updates don't reach the CRM, causing missed follow-ups and lost commissions. That ensures reps see full context in the CRM so they can follow up.

Overview

Brokers lose commissions when lead context is scattered across tools and follow-ups slip. This workflow keeps note text and lead source attached to the CRM contact, eliminating context gaps so reps follow up with confidence. Teams report faster response times and far fewer missed follow-ups.

Notable Features

Create CRM notes from lead tool
Update lead source field in CRM
Skip protected sources before updates