Update contact status from prospect to client in Wealthbox CRM and Mailchimp

Update your contact status from prospect to client by managing subscription tags in Mailchimp based on Wealthbox CRM updates. This ensures accurate tracking and enhances your customer engagement.

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Overview

Update your contact status from prospect to client by managing subscription tags in Mailchimp based on Wealthbox CRM updates. This ensures accurate tracking and enhances your customer engagement.

Update contact status from prospect to client in Wealthbox CRM and Mailchimp