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Tern Agency
48
Voters
Jenn Schultz
Mershawn Foley
Wendy Crawley
Elizabeth Caran
Kristi Farrell
Summer Cox
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6
Add tags and workflows to contacts shared with me
Summer Cox
Would like the ability to add tags that trigger workflows for contacts that have been shared with me by my agents. This would eliminate the need for workflows I have set up in 3rd party email systems and consolidate all workflows in one system.
August 30, 2025
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