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Add closed case clients to nurture and segment lists

You struggle to keep client contact lists current when case records change, making outreach lists inaccurate. Keep segments current so campaign managers can run timely nurture within minutes.

Add closed case clients to nurture and segment lists

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Overview

Outdated contact segments cause campaigns to hit the wrong audience and waste creative time. This flow captures new and closed cases into the correct segments and attaches case-status notes so campaign managers get accurate lists and can run closure nurture within minutes.

Add closed case clients to nurture and segment lists