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  1. Identify Contacts - Filter by:

    1. Contact Owner is: Me

    2. Lead Status is: New

  2. Research and Enrich Contact record

    1. Add LinkedIn Bio to their profile

    2. Add Job Title to Contact record

    3. Confirm shelter link in their Company record

    4. Add Contact Type (this will be automated eventually)

  3. Enroll in an email sequence or call to follow up

  4. Only after this is done, update Lead Status: In Progress

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