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Add tag to contacts without meetings for agent triage

Add tag to contacts without meetings for agent triage

Your contacts moved into the appointment stage may lack a logged meeting, leaving agents without scheduling context. It tags those contacts for triage so agents can schedule follow-ups same day.

Add tag to contacts without meetings for agent triage

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Overview

When contacts move into your appointment stage without a logged meeting, agents lose scheduling context and manual checks slow outreach. This flow flags those contacts automatically so agents can triage and secure appointments same day.

Add tag to contacts without meetings for agent triage