Add temporary onboarding tag to contact records automatically

Your incoming leads without an onboarding estimate leave reps unsure of next steps and delay revenue-facing follow-up. Tags surface those contacts for onboarding coordinators to act on within minutes.

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Overview

When leads arrive without onboarding context, reps waste time and handoffs stall. This flow flags those contacts immediately and clears the flag after a short window so onboarding coordinators can act within minutes and reps see clear priority.