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Create drop transaction and release lead agent records

Create drop transaction and release lead agent records

Your dropped lead entries leave agents still assigned, causing uneven workloads and delayed reassignments. It logs a drop transaction and clears the agent so coordinators can reassign leads same day.

Create drop transaction and release lead agent records

Overview

Dropped leads often leave agents tied to closed work and slow reassignment; this flow records each drop and frees the agent. The result: coordinators see accurate workload and can reassign leads the same day.

Create drop transaction and release lead agent records