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Route incoming board items and set lead status

New board items lack consistent source and billing flags, forcing coordinators to triage manually. Classify items and set lead and billing fields so reviewers have context same day.

Route incoming board items and set lead status

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Overview

Inconsistent source tags and billing flags create manual work and missed revenue cues for coordinators. This flow standardizes classification and populates lead and billing fields automatically, so handlers get correct context and decisions happen same day.

Route incoming board items and set lead status