1. Start with the geographic record, not a demand assumption
Ask whether your records distinguish an inquiry connected with Monahans from one connected with another place, and whether your team can preserve that distinction through consultation and signed-case stages.
Recommended approach
Review the geographic fields already used in your intake records. Decide whether Monahans, Ward County and Winkler County need separate reporting treatment for your firm’s own business decisions. Instead, use the consultation to determine which geographic and case-outcome fields can be connected to a lead journey.
