Real estate agents: update CRM stage for relocation leads

Real estate agents tag relocation contacts and risk referred buyers being overlooked, costing showings. It marks contacts Assigned so agents see priority leads and begin outreach promptly.

Overview

Relocation tags can leave referred buyers unattended, resulting in missed showings and lost commissions. This workflow moves contacts to Assigned and notifies the right agent so priority leads are acted on quickly and referral follow-ups never slip through the cracks.

Notable Features

Mark contacts Assigned on relocation tag
Notify assigned sales agent
Log referral in central CRM