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Route new client intake details to marketing before SLAs lapse

Route new client intake details to marketing before SLAs lapse

Your new client case records arrive in the CRM causing gaps in campaign targeting and missed onboarding outreach. Marketing gets complete contact records and campaign-ready notes so outreach runs before outreach SLAs lapse.

Route new client intake details to marketing before SLAs lapse

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Route new client intake details to marketing before SLAs lapse