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For brokers: Assign partner agents to recruited contacts instantly

For brokers: Assign partner agents to recruited contacts instantly

Recruiting coordinators miss recruits when 'JOIN SRC (Drip)' labels leave owner blank, causing onboarding stalls. Assigning the partner agent updates ownership so coordinators start follow-up without manual entry.

For brokers: Assign partner agents to recruited contacts instantly

Overview

When 'JOIN SRC (Drip)' labels leave recruits unassigned, recruiting stalls and ownerless records create follow-up gaps that hurt hiring momentum. This workflow ensures every recruit is given the correct partner agent in your CRM and visible to recruiting coordinators, eliminating manual handoffs. The result: faster handoffs and zero ownership gaps in your recruiting pipeline.

Notable Features

  • Assign partner agents by label
  • Update contact owner field
  • Notify recruiting coordinators of ownership

For brokers: Assign partner agents to recruited contacts instantly