Tag company record from updated spreadsheet row now

Your renewal spreadsheet rows miss company tags, leaving agents without account context for chats. Tags are added to company records so agents see renewal status and act same day.

Tag company record from updated spreadsheet row now

Overview

Manually tagging accounts from spreadsheets slows routing and leaves agents without renewal context during support conversations. This flow finds the company from the updated row, applies a renewal tag, and logs the result so agents have account context and can act same day.

Tag company record from updated spreadsheet row now