Create sales pipeline item from tagged CRM contact
Create sales pipeline item from tagged CRM contact
Tagged CRM contacts aren't added to the sales pipeline, leaving reps without owner or booking context. Create assignable pipeline items so reps prioritize outreach and book consults same day.
Overview
When marketing tags a contact as consult-ready, this flow creates a prioritized, assignable pipeline item so AEs get context and ownership immediately. That reduces handoff friction and helps reps book consults the same day.