Flag contact records from spreadsheet incidents for triage

Your incident spreadsheet entries leave member records unflagged, delaying outreach after safety or service reports. The workflow flags contacts for immediate triage so staff can reach members same day.

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Overview

When members or instructors log red-flag incidents in a shared sheet, your team needs to act quickly to protect members and retain trust. This flow automatically flags the matching CRM contact so front-desk and managers can perform same-day outreach and safety checks.