Capture TOL-tag leads and assign procuring cause for brokers
Capture TOL-tag leads and assign procuring cause for brokers
Brokers lose credited leads when 'TOL' tags aren't captured, risking missed showings. Create CRM contacts and set Procuring Cause to Team Lead on tag change so brokers get credited and follow up fast.
Overview
Brokers risk missed showings and lost commission when TOL-tagged leads never reach the CRM. This workflow ensures each TOL tag creates a CRM contact with Procuring Cause set to Team Lead, eliminating attribution gaps so brokers receive credited leads and can follow up faster.
Notable Features
- Create CRM contact on TOL tag
- Set procuring cause to Team Lead
- Notify broker and sales rep