Create review task for updated TDM properties per client
Create review task for updated TDM properties per client
Your CRM TDM property updates leave campaign managers unsure which mailings need changes. A task is created so they can review and resolve items same day.
Overview
When targeted direct mail properties change in your CRM, campaign managers can miss critical mailing updates and delay production. This workflow creates review tasks automatically so marketing ops resolves changes same day and avoids missed mailings before the next send.