Add CRM note and tag from client portal email
Add CRM note and tag from client portal email
You miss client portal activity when notification emails sit untriaged, leaving contact context incomplete for follow-up. Adds a CRM note and tag so agents can act same day.
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Overview
Client portal signals often arrive as plain emails and leave agents without context, slowing responses. This flow captures those notifications as CRM notes and tags so contacts show portal activity and agents can follow up the same day.