Operations

Tags

Cross-cutting labels for segmentation, automation, and AI rules.

9 tags in this tenant catalog.

  • Hot Lead1 contact

    High-intent prospect; engage within 48 hours.

  • Needs Follow-Up1 contact

    Last touch is stale; re-engage.

  • Florida Blue Event1 contact

    Captured at a Florida Blue marketing event.

  • Life Cross-Sell1 contact

    Health client viable for Term/IUL cross-sell.

  • Retirement Interest1 contact

    Aging-in or retirement-planning intent.

  • Missing Consent1 contact

    A2P 10DLC SMS opt-in not yet captured.

  • VIP1 contact

    Strategic relationship; agent-of-record only.

  • Renewal Review1 contact

    Active client; annual review scheduled.

  • Do Not Contact0 contacts

    Suppressed across SMS, email, and calls.