Add underage label to person records for compliance
Add underage label to person records for compliance
Your contact records lack birthdate labels, leading to accidental outreach to minors and compliance exposure. Labeling minors at entry prevents risky outreach before campaigns send.
Overview
Unlabeled minors in the CRM create compliance exposure and wasted outreach. This flow tags underage contacts as soon as records arrive so reps and campaign owners can exclude them, preventing risky outreach before sends.