Keep marketing contacts for assigned servicing agents current

IT admins see client record changes remove agent-assigned contacts from marketing lists, risking missed outreach. Keeping marketing lists updated so coordinators and the agent reach every client.

Overview

Agent-assigned contacts falling out of marketing lists cause targeted campaigns to miss assigned clients. This workflow keeps marketing contact lists aligned with client records so marketing coordinators and servicing agents can reach every client, and marketing teams report cleaner audiences and fewer missed follow-ups.

Notable Features

Create or update marketing contacts
Filter records by servicing agent
Notify coordinators of contact changes