Contact profile: show volume-based importance and trend (e.g. top performer, trending up/down)

Users want to see next to a contact (e.g. agent) an indication of how much they use the company—e.g. "top performer," "trending up," "trending down"—based on inspection volume in a time window (e.g. last 12 months) with configurable break points, so CSRs and managers can make faster decisions without escalating. This can be built as a native display (and optional reporting) rather than a full tag-based automation system. Optionally, this or related rules could drive integration behavior (e.g. No TSP).

Why it matters: Frontline staff can prioritize and handle complaints or requests appropriately when they know whether someone is a high-volume or growing relationship.

Note: ATT-177 (Tag Automations) covers tag-based rules; the meeting agreed to build this as a native display instead of tags, so it is a distinct feature.

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Upvoters
Status

Planned

Board
💡

New Features

Date

About 1 month ago

Author

Linear

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