Send new referral alerts and log to central sheet

You get property referrals without reliable routing, so offices sometimes miss or delay responses. Alerts and a logged sheet let receiving offices triage and reply same day.

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Overview

When referral records sit un-routed they create missed opportunities and extra admin for your regional teams. This flow routes each new referral to the correct office, logs it centrally, and updates the source record so receiving offices can triage and respond same day.