Add scheduled consult tag to CRM leads after booking
Add scheduled consult tag to CRM leads after booking
Your booked consults arrive untagged in CRM, leaving scheduled prospects out of nurture lists. Tagging leads immediately lets marketing ops begin nurture same day.
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Overview
Booked consults that reach CRM untagged create gaps in nurture and reporting. This flow tags leads right after booking so marketing ops can begin targeted outreach and keep pipeline reporting accurate the same day.