Create staged follow-up reminders for new tagged leads
Create staged follow-up reminders for new tagged leads
When a lead receives a follow-up tag, your service advisors often miss timing and ownership for estimate follow-ups. Create scheduled reminder events and assign owners so follow-ups happen same day.
Overview
Tagged leads should not become manual follow-up work. This flow turns tag events into staged reminders and assigns ownership so service advisors get clear, timed next steps and callbacks happen same day.