Real estate agents: flag imported leads for retargeting

Real estate agents import leads and risk prospects falling out of follow-up, costing showings. This workflow tags imported contacts for retargeting so leads enter lists and get prioritized follow-up.

Overview

Imported contacts often slip out of follow-up and cost showings and commission opportunities for agents. This workflow flags imports, populates retargeting lists, and notifies agents so response times drop and missed retargeting entries become rare.

Notable Features

Tag imported contacts immediately
Add retargeting label to records
Notify agents to prioritize outreach