Add unsubscribe note to affected deal records now
Add unsubscribe note to affected deal records now
Siloed deal records can hide unsubscribe signals, causing reps to contact opted-out prospects and risk compliance problems. Add a pinned deal note to halt outreach and preserve consent same day.
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Overview
Unsubscribes need to be visible where reps work. This flow writes a pinned, auditable unsubscribe note directly to the deal so reps immediately see opt-out status and stop outreach. That clarity reduces compliance risk and prevents accidental contact the same day.