Create assigned client roster entries from incoming leads
Create assigned client roster entries from incoming leads
Your incoming leads arrive without assigned owners or portfolio entries, causing missed follow-ups and reporting gaps. Assigned owners and portfolio rows are created so coordinators act same day.
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Overview
Inbound leads that land unassigned create follow-up gaps and reporting blind spots. This flow guarantees each new lead is assigned a consultant, logged as a conversion, and added to your client roster so coordinators can act same day.