Add temporary onboarding tag to contact for triage
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.
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.