Remove partner and practice manager emails on role change
Remove partner and practice manager emails on role change
When staff positions change, your contacts can remain in partner-focused lists, causing misdirected outreach. Remove them automatically so campaigns and compliance stay accurate within minutes.
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Overview
When staff roles change across a large dental network, partner-targeted campaigns can reach the wrong people and create compliance risk. This flow removes ineligible contacts from the partner/practice-manager audience automatically, so campaign managers and compliance see corrected audiences within minutes.