Tag company records with account tier in support

Your CRM deal stage changes leave support profiles without account tier, so reps lack context for customer conversations. Applying configured tier tags keeps CS and ops aligned for same-day outreach.

Overview

When deals move into a key CRM stage, support profiles often lack account-tier context, and reps can’t prioritize follow-up effectively. This flow applies configured tier tags to company profiles so CS and operations can identify and act on priority accounts the same day.