Allow category automation based on activity
Allow the automation of category tags based on activities to reduce manual handling and improve data quality.
Examples include:
- When a contact gets an appraisal allow me to automate the addition of "potential vendor" tag
- When a contact lists a home allow me to automate the removal of "potential vendor" and change to "current vendor"
- When a home is sold allow automation to change tag to "past vendor"
So much admin and data quality issues could be resolved with automating tags. We have contact automations available already, adding the different triggers and recipients would be great.
3
votes
Dhania
shared this idea
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Peter Walkden
commented
I would like the ability to configure automatic addition of categories (for example My Contact) for new contacts created via Lead Capture or OFI attendance using the App.