Add approved retail and broker contacts to table
Add approved retail and broker contacts to table
Customers tagged as approved brokers or retailers aren't logged centrally, so outreach lists miss partner contacts. Add them to a partner contact table so managers can run segmented outreach same day.
Overview
When approved partners only live as tags in your storefront, outreach lists lag and campaign managers spend time consolidating contacts. This flow captures those tagged customers into a centralized partner table automatically, so partner marketing can begin segmented outreach the same day.