Business owners keep lead-source repository up to date and accurate

Business owners face misrouted leads when new lead-source values aren't recorded. It logs each new source to the master list so brokers and ops route leads correctly.

Overview

Unrecorded lead-source values create routing gaps that frustrate brokers and lead to misrouted prospects. This workflow writes every new source into a central master list, enforces a lookup-before-create check, and notifies ops so routing stays accurate and manual lookups disappear.

Notable Features

Create master lead-source entries
Check for existing source before create
Notify operations and brokers