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Archive booked appointment contacts from your mailing list

Your booked appointments may still get general marketing emails, confusing borrowers and risking unsubscribes. The workflow archives those contacts from your list so outreach stays relevant before their appointment.

Archive booked appointment contacts from your mailing list

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Overview

Bookings should stop marketing drips from reaching scheduled borrowers. This workflow immediately archives booked contacts from your mailing list so outreach stays relevant and your team avoids confusion ahead of appointments.

Archive booked appointment contacts from your mailing list