Tag contacts as product users from incoming list
Tag contacts as product users from incoming list
Your incoming email lists lack product-user flags, so reps and brokers can't identify active accounts for outreach. This updates contact records to show product-user status so teams can act same day.
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Overview
When batch email lists arrive unflagged, reps waste time confirming who actually uses your data and underwriting opportunities slow. This flow tags and updates contacts as product users as lists arrive, so reps and brokers see user status same day and can prioritize outreach.