Create referral inquiry event from tagged contact for realtor
Create referral inquiry event from tagged contact for realtor
Referral-tagged contacts lack inquiry events, so realtor partners miss context during follow-up. You get recorded referral inquiries with partner context for prompt outreach same day.
Overview
When lender referrals arrive without a recorded inquiry, realtor partners miss context and follow-up stalls. This workflow logs a referral inquiry on the contact and attaches partner ownership so outreach happens the same day.