Marketing ops: keep probate contacts linked to deals

Marketing ops miss attorney email changes on deals, leading to orphaned probate records. Create or update attorney and admin contacts and link them to deals so sales reps respond faster.

Overview

Orphaned attorney contacts turn probate deals into missed follow-ups and unclear ownership. This workflow keeps attorney and admin contacts current and attached to the right deals so sales reps can act faster and handoffs stay clear. Teams report cleaner CRM relationships and fewer missed attorney handoffs.

Notable Features

Create or update attorney contacts
Attach contacts to probate deals
Notify sales reps on changes