Firm administrators: Tag lost prospects when matters close
Firm administrators: Tag lost prospects when matters close
Firm administrators miss contacts when matters change to did not retain, losing re-engagement and referrals. Tagged contacts land in your email tool so marketing and admins can re-engage prospects faster.
Overview
Missed re-engagement erodes law firm referral pipelines and leaves marketing blind to lost prospects. This workflow tags contacts when matters move to did not retain, enabling marketing and firm administrators to re-engage prospects promptly and prevent overlooked follow-ups.
Notable Features
- Apply did not retain tag
- Update email marketing segments
- Alert marketing and firm admins