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Update campaign status when letter task is checked

Update campaign status when letter task is checked

Your campaign records go out of date when checklist tasks mark letters sent, leaving managers without send status or history. Receive accurate status and an audit trail updated same day.

Update campaign status when letter task is checked

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Overview

Manual status updates after fulfillment tasks create reporting lag and missed follow-ups for campaign managers. This workflow ties checklist completions to campaign records and history, giving marketing ops same-day visibility and an auditable send trail.

Update campaign status when letter task is checked