Set contact original EC source from company and lookup
Set contact original EC source from company and lookup
Your contacts can lack EC source after a calculation flag change, hurting onboarding context. This fills Original EC Source so coordinators have accurate records before handoff.
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Overview
Incomplete contact source fields delay project handoffs and skew downstream reports. This flow sets the Original EC Source from company data or a reusable lookup, giving coordinators accurate contact records within minutes of the flag change.