Add offboarded clients to alumni list and record

Your mentorship offboarding entries leave contacts on current-client lists and create reporting gaps. Receive updated alumni contacts and an offboard date logged for coordinators same day.

Overview

When mentorship engagements close, contacts can remain in active-client campaigns and reporting breaks down. This flow immediately moves departing clients into the previous-client audience and logs the offboard date, so program coordinators can launch alumni outreach the same day.