Add temporary onboarding tag to contact for triage

Your users missing onboarding estimates sit unflagged, delaying sales handoff and outreach. The workflow flags them for triage and clears the tag after ten minutes so reps can act quickly.

Add temporary onboarding tag to contact for triage

Overview

When inbound product signals show users without onboarding estimates, reps need an immediate way to surface them. This flow tags those users for quick triage and automatically clears the tag after ten minutes so reps can prioritize outreach within minutes.

Add temporary onboarding tag to contact for triage