Remove stale deal links from company records for reporting
Remove stale deal links from company records for reporting
Your company records keep closed deals attached, which skews audience segmentation and campaign reporting. Remove those stale links to restore accurate targeting and clean reports before the next send.
Overview
Stale closed deals attached to company records distort audience segments and campaign metrics. This flow automatically unlinks old deals so marketing ops and campaign managers get accurate segments and clean reporting, ready before your next campaign send.