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Create customer records from flagged emails for agents

Create customer records from flagged emails for agents

Your important inquiry emails arrive without contact records, leaving agents without buyer or seller context. Capture or update customer records so agents can follow up same day.

Create customer records from flagged emails for agents

Overview

When important client emails aren't logged, agents lose momentum and listings stall. This workflow captures priority messages as customer records and surfaces contact details so agents and coordinators can respond the same day.

Create customer records from flagged emails for agents