Create relocation referrals from tagged CRM contacts fast

Your tagged seller leads often lack formal referral records, causing intake delays and unclear ownership. Referrals are captured and assigned so coordinators can start outreach the same day.

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Overview

Tagged relocation leads can slip between your CRM and relocation system, delaying intake and frustrating coordinators. This flow captures those tagged contacts as relocation referrals, assigns ownership, and updates CRM stage so coordinators can begin outreach the same day.