Tag onboarding series in messenger and update account

Service updates don't reach messaging or CRM, so onboarding cohorts are mis-tagged and coordinators lack context. Align tags and account fields so coordinators can start onboarding same day.

Overview

Service or opportunity updates often don't propagate into your messaging workspace, which misroutes onboarding and creates manual rework for coordinators. This flow tags the right cohort and mirrors that tag in the CRM so coordinators can launch the correct onboarding journey same day.