Add Open House Tag to Open House Leads (Personal/Team)
Auto apply the tag "Open House Signin" to any lead that comes in from the Command Site Open house links.
Because leads are auto assigned to the agent doing the open house, we do not have the ability to use lead routing to add a tag and trigger smartplans. This means agents on teams must manually put the leads on SmartPlans.
Solo agents have this via lead source. This is a huge pain point for teams and rainmakers who have multiple open houses and need speed to lead.
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LABS Team
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