Keep contacts route-ready with county report tags for routing

Operations coordinators lose routing when contacts miss county tags, causing misroutes and reporting gaps. It sets a fallback county tag so records stay routable and reporting stays complete.

Overview

Operations coordinators face misrouted contacts and reporting gaps when county information is missing. This workflow ensures every new contact receives a fallback county report tag so records remain routable and reporting stays complete, eliminating missed regional handoffs and simplifying downstream routing for ops and regional sales.

Notable Features

Assign fallback county report tag
Flag contacts missing report field
Notify regional operations and sales