Tag and add note for high-volume deals in user profile

Your deals can hide large-quantity orders, leaving support unsure which orders to prioritize. You get tagged user records so teams can confirm and prioritize orders same day.

Overview

When a deal contains a large-quantity order, support and fulfillment often lack the context to prioritize it, delaying confirmations. This flow tags and annotates the user record so reps spot and confirm large orders the same day, reducing hold-ups.