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Office Leads vs Personal Leads

Contacts of any kind can have their source be set to anything you want. They can also have their type set to anything you want. But neither of these fields determine whether a Contact is considered an Office Contact or an Agent Contact.

In TransactionPlan, the determination is made by who ENTERED the Contact. If the Contact was entered by Staff, then it is an Office Contact. If the Contact was entered by an Agent, then it is a personal Agent Contact belonging to the Agent.

Office Contacts may be assigned to an Agent by the office, but they BELONG to the Office