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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.

Add warm opportunity tag to contact record

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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.

Add warm opportunity tag to contact record