Add accepted job customers to review contact list
Add accepted job customers to review contact list
Your accepted project customers don’t reach the review queue, causing post-service review asks to be delayed or missed. Add them to your review contact list automatically so requests go out the same day.
Overview
When a job is marked accepted, your review pipeline should be primed immediately rather than relying on manual exports. This flow captures the customer record and funnels it into review contacts so campaign managers can send requests the same day.