Update lead status on board from customer tag
Update lead status on board from customer tag
When customer tags change in support, your lead records can show outdated statuses that delay dispatch and bookings. Keep records current so schedulers and sales act on accurate status within minutes.
Overview
Tag updates in your support channel are a primary source of status truth but often don't reach scheduling or sales. This flow ensures tag changes immediately update your lead board so schedulers and reps act on accurate status within minutes.