Add qualified intake contacts to ads customer list

Your qualified intake records often miss ad audiences, delaying targeted outreach. Add them to your advertising customer list so coordinators can launch retargeting campaigns same day.

Overview

If your firm marks intakes as qualified but those contacts never reach ad audiences, targeted outreach stalls and campaigns waste spend. This flow moves verified prospects into your advertising customer list automatically so marketing and intake teams can launch retargeting and outreach the same day.