Enable review button when account match is found
Enable review button when account match is found
Your demo and onboarding records miss a clear CTA when an account match appears, causing manual handoffs. Enable a visible review button so campaign managers verify matches and progress records same day.
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Overview
Remove manual checks from campaign handoffs by turning a matched-record flag into an immediate review action. Campaign managers get a visible review button and context within minutes so matched accounts move forward same day.