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Create tagged lead records and set procuring cause field

Create tagged lead records and set procuring cause field

Tagged contacts lack procuring cause, blocking marketing segmentation for listings. Add the field to tagged leads so campaigns and agent outreach happen same day.

Create tagged lead records and set procuring cause field

Overview

Tagged leads that arrive without procuring-cause data break segmentation and slow agent outreach. This flow creates or enriches CRM contacts and stamps them with procuring-cause information so marketing and brokers can run targeted campaigns and follow up the same day.

Create tagged lead records and set procuring cause field