Add scheduled tag to customer profile after booking
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.
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.