Add new deposit-stage deals to client mailing segment
Add new deposit-stage deals to client mailing segment
Your deals entering the deposit stage often leave contacts labeled as prospects and get prospect content. Keep client segments current so onboarding and install teams have accurate lists within minutes.
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Overview
When deals move to your deposit stage, contact tags and lists should follow — not lag. This flow keeps your CRM and mailing segments aligned so onboarding and install teams work from accurate client lists within minutes.