Add lead call entry to KPI log and clear tag
Add lead call entry to KPI log and clear tag
Your lead call tags pile up without a central activity log, leaving ISA managers without a clear contact audit. The flow creates dated log entries and clears tags so reports are ready for same-day review.
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Overview
When call tags accumulate you lack a clean activity audit and managers can't run reliable daily reports. This flow turns each tag into a dated KPI row and clears the tag, delivering same-day visibility for ISA managers and business owners.