Add unreachable lead messenger tag from updated deal record
Add unreachable lead messenger tag from updated deal record
You lose messenger context when deal statuses update, leaving reps unable to re-engage prospects through chat. The tag gives sales ops and reps clear outreach cues within the same day.
Overview
When deal records flip to an unreachable status, chat context often disappears and reps miss outreach windows. This links those deals to messenger profiles and applies a re‑engagement tag so sales ops and reps see who needs outreach within the same day.