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Update source tags for new leads without source

Update source tags for new leads without source

You receive new lead records without a source, and agents lack intake context for timely outreach. The workflow tags those leads so ops and agents can prioritize outreach the same day.

Update source tags for new leads without source

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Overview

Leads that arrive without origin data slow down response and reduce conversion. This flow auto-flags those records so sales ops and listing agents see intake context and can prioritize outreach, improving responsiveness the same day.

Update source tags for new leads without source