Add warm opportunity tag to contact record
Add warm opportunity tag to contact record
New enrollment opportunities aren't visible on contact records, so follow-up is inconsistent. Marking contacts as warm helps enrollment staff prioritize outreach same day.
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Overview
When new enrollment opportunities are created they can sit unflagged and slow outreach; this flow ensures contacts tied to opportunities are marked as warm. That lets your enrollment staff and sales team prioritize outreach the same day and shorten decision timelines.