Tag and note contacts when profile form completes
Tag and note contacts when profile form completes
When your client profile intake forms sit marked Done and leave writer assignments unclear. Writers can begin onboarding the same day when tags and notes are added to contacts.
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Overview
Intake forms that sit marked Done without CRM context create manual work and missed starts. This flow writes a purchase tag and onboarding note to the contact so campaign managers and writers can see and act on new clients the same day.