Create sales lead row from board status change
Create sales lead row from board status change
Your mortgage board updates lack a central lead record, leaving reps without intake context for outreach. Get organized lead rows and an immediate internal alert so reps can follow up same day.
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Overview
When mortgage board items flip to intake status, leads can sit untracked and response times slip. This workflow logs each qualifying update to a shared lead sheet and emails intake so reps have context and can pursue same-day outreach.