The Problem
You probably spend time manually identifying which clients bring in the most revenue. When a high‑value deal closes, it’s easy to miss the chance to give that client extra attention.
Without a clear flag, those clients may not get the fast follow‑up they deserve, and you could lose future business.
How It Works
The system watches every new deal and checks its value against a threshold you set. When a deal exceeds that amount, it automatically adds a VIP tag to the client’s record.
That tag then triggers a faster‑response workflow, such as sending a personalized thank‑you email or assigning a dedicated support rep.
What It Means for You
You’ll see a clear list of VIP clients in your dashboard, so you never miss a high‑value opportunity. Faster responses lead to higher satisfaction and more referrals.
Over time, this can increase repeat purchases and improve your overall reputation.
Getting Started
Log into your admin panel, open the Automation section, and create a new rule. Set the deal‑value threshold, choose the VIP tag, and select the action you want to happen (like sending an email or creating a task).
Test the rule with a sample deal to make sure it works, then turn it on for all future deals.