Add request status tag to incoming client records for triage

Your incoming service requests arrive without standardized tags, so marketing can't segment or prioritize leads for follow-up. Tagged clients are routed for targeted follow-up and triage the same day.

Overview

Manual tagging lets new service requests slip through and slows follow-up. With this flow, every incoming request gets a request-status tag and is routed to marketing and operations for same-day review, improving follow-up and targeting.