Real estate marketing ops: stop emailing sold clients accidentally

Marketing ops specialists see 'Dead Sold' contacts still receive promo emails, risking agent relationships. This updates external lists to non-marketing, preventing promotions to sold clients.

Overview

Marketing ops risk eroding agent relationships when sold contacts keep receiving promotional emails. This workflow keeps external contact lists updated to Non‑Marketing so agents never target sold clients and referral channels stay protected. It reduces manual handoffs and gives small real estate teams a clean, auditable marketing list.

Notable Features

Mark sold contacts as non-marketing
Filter contacts by Dead Sold stage
Update external contact lists