Flag contacts missing notes as ICP in CRM
Flag contacts missing notes as ICP in CRM
Your people records lack notes and ICP status, leaving project rosters with unqualified contacts. The workflow marks those people as ICP so project managers have consistent data within an hour.
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Overview
Dirty qualification fields slow project onboarding and confuse resourcing decisions. This flow automatically flags people who lack notes so project managers and account owners get consistent qualification data within an hour, reducing manual cleanup and speeding handoffs.