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

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