Marketing ops: keep lead ownership audit trail visible

Marketing ops lose context when lead owners change, causing missed nurture and attribution gaps. Append owner-change notes to leads so marketing ops keep an auditable custody trail and clear owner.

Overview

Marketing ops lose attribution and nurture continuity when lead owners flip without records. This workflow appends ownership-change notes to leads and notifies stakeholders, creating a searchable chain-of-custody so follow-up responsibility is always clear. The result is faster handoffs and reliable audit trails for reviews.

Notable Features

Append ownership notes to leads
Record previous and new owner
Notify managers on reassignment events