Create qualified lead record with source tagging for agents
Create qualified lead record with source tagging for agents
Your website lead inquiries arrive without source tags or agent context, so agents can't prioritize buyer or seller leads. Capture and tag each lead so agents can follow up same day.
Overview
When website inquiries land without context, your agents waste valuable time and urgent buyers can slip through. This workflow captures each inquiry, tags it with source and buyer intent, and logs a CRM event so agents can act on leads the same day.