Update lead owner initials on first call record
Update lead owner initials on first call record
Your lead records lack owner initials after first-call notes, leaving reps unsure who owns scheduling. Populate owner initials so reps see ownership and can schedule site visits same day.
Overview
Missing owner markers on leads delay mobilization and create confusion between sales and field crews. This flow writes owner initials and an initial-contact flag at first-call so reps and ops can schedule site visits same day.