Add timeframe tag when a lead becomes contact

Your CRM contacts moved from lead to contact lack timeframe context, causing reps to miss timely follow-ups and schedule conflicts. Add tagging so reps and coordinators see context and act the same day.

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Overview

When a prospect moves to contact, missing timeframe metadata can stall outreach and project scheduling for your small consulting firm. This flow tags contacts immediately so reps and project managers see timeframe context and take action the same day.