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Add scheduled tag to customer profile after booking

Booked meetings aren't marked in customer records, so follow-ups are missed. Tag profiles so CSMs see scheduled meetings and prioritize outreach before the session.

Add scheduled tag to customer profile after booking

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Overview

When booked meetings aren't reflected in the customer record, follow-ups slip and onboarding momentum stalls. Apply a scheduled tag automatically so CSMs immediately see priorities and can reach out ahead of the session.

Add scheduled tag to customer profile after booking