Remove sales tag from marketing list on acceptance
Remove sales tag from marketing list on acceptance
Your accepted opportunities can leave contacts tagged for nurture, sending new clients irrelevant marketing emails. Stop nurture sends and start onboarding within minutes.
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Overview
Opportunities that reach the accepted stage can remain in nurture audiences, causing marketing to send irrelevant emails and delaying onboarding. This workflow removes the configured marketing tag as opportunities reach acceptance so campaign managers stop nurture sends and onboarding begins within minutes.