Create collaborator contact from new lead entries in CRM
Create collaborator contact from new lead entries in CRM
New leads created without a collaborator contact leave your deals with unclear ownership and delayed handoffs. You get a rostered collaborator so agents can assign tasks same day.
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Overview
When a lead arrives without a designated collaborator, ownership and showings can stall. This workflow creates and tags a rostered collaborator contact so listing agents and transaction coordinators can assign responsibilities and act the same day.