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Create brokerage lead from new CRM contact and assign agent

Create brokerage lead from new CRM contact and assign agent

New CRM leads often arrive without brokerage owner mapping, leaving prospects unassigned and follow-ups delayed. It creates a lead with an assigned broker and updates roster for same-day outreach.

Create brokerage lead from new CRM contact and assign agent

Create brokerage lead from new CRM contact and assign agent