Set and note preferred-until dates on tagged contacts
Set and note preferred-until dates on tagged contacts
Your contacts tagged for preference updates lack an expiry date, causing outreach errors. This sets a preferred-until date and adds a note so agents see timing same day.
Overview
When preference tags are applied without a clear expiry, brokers and ops teams risk outreach outside the contact's preferred window. This flow writes a preferred-until date and logs it on the contact so agents see expiry at a glance and avoid mistaken outreach same day.