Set round-robin owner flag on new lead record

When new lead rows arrive without a clear assigned owner, your reps can miss or duplicate outreach. The workflow rotates the active owner flag so leads are routed for same-day follow-up.

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Overview

Stop manual owner juggling and ensure new leads reach the right rep without delay. This flow rotates the active owner flag on incoming records so leads are evenly routed for same-day outreach and clear handoffs. Program coordinators regain predictable routing and faster follow-up.