Marketing ops: delete setter contacts when calls scheduled
Marketing ops: delete setter contacts when calls scheduled
Marketing ops see duplicate setter contacts linger after prospects book calls, causing sales handoffs to show outdated owners and clutter the CRM. That keeps sales reps aligned to the active owner.
Overview
Duplicate setter contacts create CRM clutter and confuse sales handoffs, undermining pipeline clarity. This flow removes obsolete setter records when a prospect books a call, ensuring a single active owner is visible so reps engage the right contact immediately.
Notable Features
- Delete setter records on booking
- Keep CRM tied to active owner
- Notify sales reps of owner change