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Add referral tag when a show completes for contact

Add referral tag when a show completes for contact

Your completed show records can keep an active booking flag in your CRM, stalling follow-up and referral outreach. You'll get contacts retagged for referrals and the booking flag cleared same day.

Add referral tag when a show completes for contact

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Overview

When a booked wildlife experience is marked complete, contacts can remain in a booking state and referral chances slip away. This flow clears booking flags and applies a referral marker so your small team can start outreach and reporting the same day.

Add referral tag when a show completes for contact