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Mark completed service orders as closed for marketing lists

Mark completed service orders as closed for marketing lists

Your service orders remain Open after completion, causing campaign lists to include already-served customers. This closes matching orders so your campaign lists stay accurate before each campaign run.

Mark completed service orders as closed for marketing lists

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Overview

When completion details land in your orders table, campaign lists can accidentally include already-served customers and trigger irrelevant outreach. This workflow marks matching orders Closed automatically so campaign managers get accurate audiences and outreach avoids fulfilled customers within minutes of completion.

Mark completed service orders as closed for marketing lists