Add tagged contacts to your address book for calls
Add tagged contacts to your address book for calls
Your contacts flagged for calls in marketing can sit outside your address book, leaving coordinators without a prepared list. Add them to a shared address book so coordinators can start outreach same day.
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Overview
When contacts are flagged for call follow-up but remain outside your address book, coordinators can’t act quickly and outreach stalls. This flow creates shared contact entries and cleans phone/email so coordinators can begin same-day outreach and handoffs.