Set ISA owner field when handoff tag added
Set ISA owner field when handoff tag added
Your lead records lose ISA ownership when a handoff tag is added, leaving agents without an owner and slowing follow-up. It fills the ISA custom field from the tag so reps can start outreach same day.
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Overview
Manually tagged handoffs often leave leads unassigned and slow outreach. This flow extracts the ISA from the handoff tag and writes it to the contact record, giving agents visible ownership so outreach starts the same day.