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Create and assign new ad lead to rep

Create and assign new ad lead to rep

Your Meta ad lead forms arrive without agent assignment, so reps can't follow up quickly and opportunities sit idle. Leads are captured, standardized, and assigned to the next rep for outreach same day.

Create and assign new ad lead to rep

Overview

When ad leads arrive unassigned they go cold fast and loan officers miss chances to engage. This flow captures each ad submission, rotates assignment using a simple table counter, and creates a CRM lead plus a follow-up task for same‑day outreach.

Create and assign new ad lead to rep