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Update deal records from tagged messages for add-ons now

Tagged support conversations for new deals or add-ons leave deal records out of date and reps without context. This updates your deal database so teams can act same day.

Update deal records from tagged messages for add-ons now

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Overview

Support tags that signal new deals or add-ons often leave your deal table stale and reps scrambling for context. This flow captures those tags and updates the central deal record so sales ops and coordinators have current records and teams can act the same day.

Update deal records from tagged messages for add-ons now