Update lead tracker entry and notify the introducer

Your intake forms arrive without advisor details, so introducers and coordinators can't confirm handoffs. This updates the tracker and notifies the introducer immediately so follow-up happens same day.

Overview

Stop advisor assignments from getting lost in intake payloads — this workflow writes the advisor into your lead tracker and emails the introducer so ownership is visible. Coordinators and introducers see the change within minutes, enabling same-day follow-up and cleaner handoffs.