Real estate marketing owners: prevent outreach to DNC contacts
Real estate marketing owners: prevent outreach to DNC contacts
Real estate marketing owners see DNC contacts still get outreach, risking showings and commissions. This workflow adds notes and moves them to DNC in CRM, preventing further inappropriate follow-up.
Overview
Marketing owners risk lost showings when DNC contacts keep receiving outreach. This workflow ensures export details and message history land on the CRM record and moves contacts into the DNC stage, preventing accidental follow-ups and improving outreach hygiene.
Notable Features
- Add CRM notes with export details
- Attach full message history to contact
- Move contact to DNC pipeline