Add recently tagged contacts to handwritten mail list
Add recently tagged contacts to handwritten mail list
Your tagged CRM contacts aren't reaching the postcard recipient list, delaying personalized mail and missing local leads. Add them to the print list so postcards are mailed before open houses.
Overview
Tagged contacts should move straight from your CRM into personalized mail without manual exports. This flow ensures marketing and agents get postcards queued the same day so outreach hits ahead of open houses and listing events.