Remove trial tags from customer records when deal closes
Remove trial tags from customer records when deal closes
Deal wins can leave customers still labeled as trial contacts, causing inappropriate outreach that confuses account teams. Remove trial tags so account managers have accurate contact status same day.
Overview
Outdated trial tags after deal close cause embarrassing outreach and confuse account teams. This flow clears trial tags as soon as a deal is won so sales operations and account managers see correct contact status and avoid trial messaging the same day.