For sales ops: Signal reps with temporary follow-up tags

Sales ops see No Onboarding Estimate contacts go unnoticed, letting follow-ups slip and deals stall. When the condition fires, a temporary tag alerts reps so touchpoint timing is captured for reporting.

Overview

Missed 'no onboarding estimate' signals let prospects slip and deals stall. This flow gives sales ops a lightweight, temporary flagging system that forces rep attention and captures touchpoint timing for reporting, so response times drop dramatically and manual follow-up is removed from the process.

Notable Features

Add temporary no-estimate contact tag
Notify the assigned sales rep
Capture touchpoint timing for reporting