Keep accounting contacts flagged after every data import

Project managers miss users who import reports, stalling onboarding and risking lost billable clients. Imported-user flags ensure those contacts reach sales, so account teams respond within minutes.

Overview

Unflagged users who import reports can stall onboarding and risk lost billable clients for accounting firms. This workflow surfaces imported-data contacts to sales and account teams, turning imports into prioritized outreach so onboarding accelerates and teams report faster response times.

Notable Features

Flag imported contacts in CRM
Notify account reps instantly
Prioritize outreach for high-intent users