For brokerage owners: prevent unassigned lead sources

Business owners see new lead sources appear uncaptured, leaving leads unassigned and routing rules broken. Alerts tell managers to assign sources, so brokers get leads and routing stays accurate.

Overview

Brokerage owners risk unassigned leads and broken routing rules when new lead sources appear. This workflow detects new lead-source entries, creates repository records if missing, and notifies managers to assign them, preventing missed assignments and keeping brokers focused on opportunities.

Notable Features

Notify managers of new lead sources
Create lead source record in table
Route assignment reminders to brokers