Construction partners: move contact into client segment now

Construction partners lose clarity when deals reach Deposit but contacts still get prospect emails. Move contacts into the client email segment on Deposit so marketing and sales stop prospect nurture.

Overview

Construction partners risk client confusion when prospect nurture continues after a Deposit update. This workflow moves contacts into client segments and removes prospect tags so marketing and sales deliver client-level communications and stop inappropriate nurture.

Notable Features

Move contacts to client segment
Remove prospect tags and sequences
Notify marketing and sales