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Update incoming referral leads with agent note and tag owner

Update incoming referral leads with agent note and tag owner

Your referral leads often arrive without owner context, leaving agents unable to prioritize follow-up. It adds a follow-up note and agent tag so ownership is visible and outreach starts within minutes.

Update incoming referral leads with agent note and tag owner

Overview

Referral leads from third-party vendors frequently arrive without clear ownership, delaying outreach and momentum. This flow writes a follow-up note and tags an owner so listing agents see responsibility and can respond within minutes.

Update incoming referral leads with agent note and tag owner