Keep property contacts enrolled after 1st bill stage
Keep property contacts enrolled after 1st bill stage
Marketing coordinators miss property contacts when opportunities hit 1st Bill Sent, leaving referral lists incomplete. It adds those contacts to the 60-day referral list for complete campaigns.
Overview
Missed property contacts leave referral campaigns incomplete and dilute outreach. This flow captures every billing, manager, invoice, install, and resident contact into the 60-day referral list, eliminating missed enrollments and ensuring campaigns launch with full audiences.
Notable Features
- Add related contacts to referral list
- Validate emails before adding
- Tag contacts for referral campaign