Assign contact role labels when a deal updates
Assign contact role labels when a deal updates
You lose family-role context when a deal's contact changes, making intake and outreach less effective. This adds clear family-role tags so intake and follow-up keep correct context same day.
Overview
When a deal's contact changes, family and caregiver context can drop out of the record and slow intake or outreach. This flow applies clear family-role labels on the deal so client managers and intake coordinators see correct context, enabling accurate follow-up same day.