BrokerEngine Ideas

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Lead Source when creating a New Contacts
Improvement
Under Review September 10, 2025
Could we please have the lead source field added to the New Contact creation page? Following the recent BrokerEngine update, we can no longer add a lead source when creating a new contact. This step is essential for several of our workflows, and I believe it’s likely critical for most other Brokerages as well. While I understand it can be added after the lead is created, doing so involves multiple steps and is easy to overlook.
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