Remove contacts from auto communications and notify owners
Remove contacts from auto communications and notify owners
Your onboarding sheet rows that pause onboarding still trigger emails and SMS, confusing clients and disrupting reps. It removes them from email/SMS lists and tells onboarding owners same day.
Overview
Pausing onboarding shouldn't trigger outreach that confuses clients or wastes rep time. This flow removes paused clients from email and SMS audiences and notifies onboarding owners, so outreach halts the same day and handoffs stay clean.