Where should the source-of-truth lead record live?
- Save in the app before provider delivery
- Send directly to email or CRM
Choose: Save the accepted lead in the app first, then treat email and CRM calls as separately retryable delivery attempts.
Tradeoff: A local durable record adds a review queue and retention responsibility, but direct provider delivery makes an outage capable of losing the only copy or encouraging unsafe whole-submission retries.
