Update contact when user imports data into reports
Update contact when user imports data into reports
Your report import events leave contacts unflagged, making onboarding progress invisible to project managers. Auto-flagging contacts lets your team prioritize outreach and finish setup the same day.
Overview
When users import data without a CRM flag, onboarding handoffs stall and implementation timelines slip. This flow marks those contacts immediately and surfaces them to project owners so teams can prioritize outreach and complete setups the same day.