Create team lead from tagged personal contact record
Create team lead from tagged personal contact record
Your shared personal contacts live only in your account, leaving agents unaware and causing duplicate outreach. They are added to the team lead list so agents can begin nurture within minutes.
Overview
When personal leads remain siloed, your brokerage loses coordinated follow-up and risks duplicate outreach. This flow moves tagged personal contacts into the team lead list so agents see consolidated leads and can start nurture within minutes.