Prevent unauthorized outreach and honor permissions for brokers
Prevent unauthorized outreach and honor permissions for brokers
Brokers miss permission updates when contacts join sequences, causing accidental outreach and harming client trust. Keep permission tags current so brokers avoid unauthorized contact.
Overview
Brokers risk client trust when permission flags lag and outreach reaches unconsenting contacts. This workflow ensures permission tags follow subscription events so marketing and the broker only contact consenting prospects, eliminating unauthorized outreach and protecting client relationships.
Notable Features
- Update contact permission tags
- Block outreach when permission missing
- Notify marketing and broker on change