Keep sales reps' lead owner correct after Concierge assign

Sales reps lose lead ownership when conversations go to Concierge, causing missed follow-ups. CRM updates assign the right lead owner so reps follow up quickly and avoid lost opportunities.

Overview

Misassigned leads let competitors respond first and deals slip through gaps. This workflow keeps CRM lead owner fields accurate when Concierge takes conversations, creating a single source of truth and faster handoffs. Expect dramatically fewer missed follow-ups and faster rep response.

Notable Features

Assign correct lead owner in CRM
Flag Concierge-assigned conversations for reps
Create audit trail on ownership changes