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Create or update prospect records from incoming leads

Create or update prospect records from incoming leads

Your property prospect submissions arrive without unified records, causing missed context and delayed follow-ups. Create or update prospect records automatically so agents can start outreach same day.

Create or update prospect records from incoming leads

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Overview

Incoming seller and buyer leads often arrive fragmented, which makes agents spend time reconciling records instead of selling. This workflow consolidates submissions into a single prospect record and updates status history so brokers can start outreach same day.

Create or update prospect records from incoming leads