Section 01
Tag for action, not decoration
Tags should support routing, prioritization, and reporting. If a label does not change what the team does next, it probably should not exist.
Section 02
Make follow-up predictable
Build repeatable response windows by stage. Teams close more deals when every lead has a clear next action and review point.
Section 03
Unify conversation and pipeline context
Agents should not have to guess where the lead stands. Messaging history and pipeline status need to live together for better judgment.