Split client records into primary and secondary IDs
Split client records into primary and secondary IDs
Your householded contacts lack a clear primary vs secondary flag, causing duplicate outreach and slow advisor prep. Return primary and secondary client IDs so routing and outreach proceed same day.
Overview
Householded contacts often generate duplicate outreach and manual cleanup; this flow reliably picks the primary contact for each household and returns clean IDs into your workflow. That means routing, assignment, and outreach happen correctly the same day, saving advisor time and preventing miscommunication.