Add timeframe tag when contact moves to prospect
Add timeframe tag when contact moves to prospect
Your Prospect-stage updates lack scheduling context, leaving your team unsure which prospects need immediate outreach. Add timeframe tags so reps prioritize follow-ups and send proposals same day.
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Overview
Prospects promoted to Prospect often arrive without scheduling context, which delays outreach and risks missed proposal windows. This flow tags those contacts with a timeframe so your BD staff can prioritize outreach and deliver proposals same day.