Update lead records immediately when assigned agent changes
Update lead records immediately when assigned agent changes
Your lead records go stale when agents are reassigned, causing missed follow-ups and unclear ownership. Update records so your coordinators see correct owner and contact status same day.
Overview
Agent reassignments often leave ownership and notes out of date, forcing coordinators to chase context. This flow keeps the canonical lead record current and surfaces the correct owner and contact status so your project coordinators can act same day.